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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
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 $2.64B AUM 13.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Sun Financial's DFEB Position: Q1 2026 in Review

Sun Financial held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q1 2026 at 14,183 shares worth $712K. The position accounts for 0.36% of the portfolio, ranked #76.

Sun Financial first reported a position in DFEB in Q4 2025 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

  • Sun Financial held 14,183 shares of FT Vest US Equity Deep Buffer ETF February worth $712K as of Q1 2026.
  • Sun Financial left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF February made up 0.36% of Sun Financial's portfolio in Q1 2026, its #76 holding.
  • Sun Financial first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2025 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.