SPIA
DFII

Steward Partners Investment Advisory’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Steward Partners Investment Advisory’s Portfolio DFII Stock Details DFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-700
Closed -$12.5K – 4597
2025
Q4 		$12.5K Hold
700
– – ﹤0.01% 3346
2025
Q3 		$16.9K Buy
+700
New +$17.2K ﹤0.01% 3166

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Steward Partners Investment Advisory's DFII Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q1 2026, closing a stake of 700 shares — an estimated $12.5K sold.

Steward Partners Investment Advisory first reported a position in DFII in Q3 2025 and held it in 2 quarters. The position peaked at $16.9K in Q3 2025. 19 funds tracked by Wall St. Rank hold DFII as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining FT Vest Bitcoin Strategy & Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 700 FT Vest Bitcoin Strategy & Target Income ETF shares in Q1 2026, an estimated $12.5K.
  • Steward Partners Investment Advisory first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $16.9K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.