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Tanglewood Legacy Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Tanglewood Legacy Advisors’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 		$2.52M Buy
53,209
+15,036
+39% +$722K 0.91% 18
2025
Q4 		$1.82M Hold
38,173
– – 0.68% 25
2025
Q3 		$1.78M Sell
38,173
-2,389
-6% -$109K 0.69% 25
2025
Q2 		$1.81M Buy
40,562
+21,699
+115% +$927K 0.74% 23
2025
Q1 		$795K Buy
18,863
+8,446
+81% +$363K 0.35% 42
2024
Q4 		$445K Hold
10,417
– – 0.19% 64
2024
Q3 		$435K Hold
10,417
– – 0.19% 58
2024
Q2 		$420K Hold
10,417
– – 0.2% 58
2024
Q1 		$407K Hold
10,417
– – 0.2% 60
2023
Q4 		$391K Hold
10,417
– – 0.21% 61
2023
Q3 		$363K Hold
10,417
– – 0.22% 59
2023
Q2 		$368K Hold
10,417
– – 0.21% 58
2023
Q1 		$350K Buy
+10,417
New +$347K 0.22% 52

Other funds holding DFEB

ACM
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 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 $26.4B AUM 21.05% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return