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Sun Financial’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Sun Financial’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 		$728K Hold
14,183
– – 0.34% 83
2026
Q1 		$712K Hold
14,183
– – 0.36% 76
2025
Q4 		$677K Buy
+14,183
New +$666K 0.38% 76

Other funds holding DFEB

ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sun Financial's DFEB Position: Q2 2026 in Review

Sun Financial held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q2 2026 at 14,183 shares worth $728K. The position accounts for 0.34% of the portfolio, ranked #83.

Sun Financial first reported a position in DFEB in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

  • Sun Financial held 14,183 shares of FT Vest US Equity Deep Buffer ETF February worth $728K as of Q2 2026.
  • Sun Financial left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF February made up 0.34% of Sun Financial's portfolio in Q2 2026, its #83 holding.
  • Sun Financial first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.