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United Capital Financial Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

United Capital Financial 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 		– Sell
-6,500
Closed -$310K – 1645
2025
Q4 		$310K Hold
6,500
– – ﹤0.01% 1150
2025
Q3 		$302K Sell
6,500
-1,200
-16% -$54.7K ﹤0.01% 1017
2025
Q2 		$344K Buy
7,700
+1,200
+18% +$51.2K ﹤0.01% 887
2025
Q1 		$274K Buy
+6,500
New +$279K ﹤0.01% 919

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 $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

United Capital Financial Advisors's DFEB Position: Q1 2026 in Review

United Capital Financial Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2026, closing a stake of 6,500 shares — an estimated $310K sold.

United Capital Financial Advisors first reported a position in DFEB in Q1 2025 and held it in 4 quarters. The position peaked at $344K in Q2 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

  • United Capital Financial Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,500 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $310K.
  • United Capital Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2025 and held it in 4 quarters.
  • United Capital Financial Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $344K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

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