SMART Wealth’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

SMART Wealth’s Portfolio DFEB Stock Details DFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Sell	50,360 -5,704	-10%	-$274K	0.7%	45
2025 Q4	$2.68M	Sell	56,064 -6,012	-10%	-$282K	0.82%	41
2025 Q3	$2.89M	Sell	62,076 -11,784	-16%	-$537K	1.09%	33
2025 Q2	$3.3M	Buy	+73,860	New	+$3.15M	1.03%	33
2024 Q3	–	Sell	-61,511	Closed	-$2.48M	–	147
2024 Q2	$2.48M	Sell	61,511 -149,043	-71%	-$5.85M	1%	29
2024 Q1	$8.23M	Buy	+210,554	New	+$8.05M	3.71%	6

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

SMART Wealth's DFEB Position: Q1 2026 in Review

SMART Wealth reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 10% in Q1 2026, selling an estimated $274K and leaving 50,360 shares worth $2.39M. The position accounts for 0.7% of the portfolio, ranked #45.

SMART Wealth first reported a position in DFEB in Q1 2024 and has held it in 6 quarters since. The position peaked at $8.23M in Q1 2024. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

SMART Wealth held 50,360 shares of FT Vest US Equity Deep Buffer ETF February worth $2.39M as of Q1 2026.
SMART Wealth sold 5,704 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $274K.
FT Vest US Equity Deep Buffer ETF February made up 0.7% of SMART Wealth's portfolio in Q1 2026, its #45 holding.
SMART Wealth first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2024 and has held it in 6 quarters since.
SMART Wealth's FT Vest US Equity Deep Buffer ETF February position peaked at $8.23M in Q1 2024.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.