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

Spire Wealth Management’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 Q2	$174K	Sell	3,454 -368	-10%	-$18.3K	0.01%	826
2026 Q1	$181K	Sell	3,822 -33,331	-90%	-$1.6M	0.01%	813
2025 Q4	$1.77M	Sell	37,153 -11,608	-24%	-$545K	0.06%	277
2025 Q3	$2.27M	Sell	48,761 -9,800	-17%	-$446K	0.08%	207
2025 Q2	$2.61M	Sell	58,561 -22,020	-27%	-$940K	0.09%	184
2025 Q1	$3.4M	Buy	80,581 +59,165	+276%	+$2.54M	0.11%	166
2024 Q4	$914K	Sell	21,416 -3,331	-13%	-$141K	0.03%	414
2024 Q3	$1.03M	Sell	24,747 -3,941	-14%	-$161K	0.03%	371
2024 Q2	$1.16M	Buy	28,688 +4,229	+17%	+$166K	0.04%	318
2024 Q1	$957K	Buy	24,459 +20,101	+461%	+$768K	0.02%	387
2023 Q4	$165K	Hold	4,358	–	–	0.01%	820
2023 Q3	$152K	Sell	4,358 -700	-14%	-$24.8K	0.01%	801
2023 Q2	$179K	Sell	5,058 -225	-4%	-$7.69K	0.01%	758
2023 Q1	$178K	Buy	+5,283	New	+$176K	0.01%	768
2022 Q4	–	Sell	-4,358	Closed	-$142K	–	2328
2022 Q3	$142K	Hold	4,358	–	–	0.01%	608
2022 Q2	$145K	Sell	4,358 -1,060	-20%	-$36.5K	0.01%	878
2022 Q1	$194K	Sell	5,418 -3,654	-40%	-$129K	0.01%	913
2021 Q4	$320K	Sell	9,072 -3,213	-26%	-$112K	0.01%	879
2021 Q3	$421K	Sell	12,285 -3,722	-23%	-$128K	0.01%	649
2021 Q2	$548K	Sell	16,007 -6,300	-28%	-$213K	0.01%	582
2021 Q1	$740K	Buy	+22,307	New	+$729K	0.02%	541

Other funds holding DFEB

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Spire Wealth Management's DFEB Position: Q2 2026 in Review

Spire Wealth Management reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 9.6% in Q2 2026, selling an estimated $18.3K and leaving 3,454 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #826.

Spire Wealth Management first reported a position in DFEB in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.4M in Q1 2025. 16 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Spire Wealth Management held 3,454 shares of FT Vest US Equity Deep Buffer ETF February worth $174K as of Q2 2026.
Spire Wealth Management sold 368 FT Vest US Equity Deep Buffer ETF February shares in Q2 2026, an estimated $18.3K.
FT Vest US Equity Deep Buffer ETF February made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #826 holding.
Spire Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's FT Vest US Equity Deep Buffer ETF February position peaked at $3.4M in Q1 2025.
16 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.