WealthPlan Investment Management
DFEB icon

WealthPlan Investment Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

WealthPlan Investment Management’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
Q3 		$468K Sell
9,065
-192
-2% -$9.8K 0.02% 322
2026
Q2 		$467K Sell
9,257
-1,245
-12% -$61.9K 0.02% 331
2026
Q1 		$497K Sell
10,502
-128
-1% -$6.14K 0.03% 302
2025
Q4 		$507K Sell
10,630
-198
-2% -$9.3K 0.03% 256
2025
Q3 		$504K Sell
10,828
-285
-3% -$13K 0.03% 226
2025
Q2 		$496K Sell
11,113
-329
-3% -$14K 0.04% 238
2025
Q1 		$482K Sell
11,442
-788
-6% -$33.8K 0.05% 175
2024
Q4 		$522K Buy
12,230
+4,297
+54% +$182K 0.05% 166
2024
Q3 		$331K Buy
7,933
+436
+6% +$17.8K 0.03% 192
2024
Q2 		$302K Sell
7,497
-3,729
-33% -$146K 0.05% 149
2024
Q1 		$439K Sell
11,226
-112
-1% -$4.28K 0.07% 127
2023
Q4 		$425K Sell
11,338
-29
-0.3% -$1.04K 0.07% 129
2023
Q3 		$396K Buy
11,367
+9,689
+577% +$344K 0.07% 127
2023
Q2 		$59.3K Sell
1,678
-11,596
-87% -$397K 0.02% 190
2023
Q1 		$446K Sell
13,274
-6,087
-31% -$203K 0.08% 122
2022
Q4 		$654K Sell
19,361
-776
-4% -$26K 0.05% 219
2022
Q3 		$677K Buy
+20,137
New +$684K 0.05% 202
2022
Q1 		$3.25M Buy
+94,155
New +$3.32M 0.23% 97

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Prosperity Capital Advisors
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WealthPlan Investment Management's DFEB Position: Q3 2026 in Review

WealthPlan Investment Management reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 2.1% in Q3 2026, selling an estimated $9.8K and leaving 9,065 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #322.

WealthPlan Investment Management first reported a position in DFEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.25M in Q1 2022. 25 funds tracked by Wall St. Rank hold DFEB as of Q3 2026.

  • WealthPlan Investment Management held 9,065 shares of FT Vest US Equity Deep Buffer ETF February worth $468K as of Q3 2026.
  • WealthPlan Investment Management sold 192 FT Vest US Equity Deep Buffer ETF February shares in Q3 2026, an estimated $9.8K.
  • FT Vest US Equity Deep Buffer ETF February made up 0.02% of WealthPlan Investment Management's portfolio in Q3 2026, its #322 holding.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2022 and has held it in 18 quarters since.
  • WealthPlan Investment Management's FT Vest US Equity Deep Buffer ETF February position peaked at $3.25M in Q1 2022.
  • 25 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.