WealthPlan Investment Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History
Bought
Maintained
Sold
Other funds holding DFEB
ACM
SAMC
HI
KAS
HP
WealthPlan Investment Management's DFEB Position: Q1 2026 in Review
WealthPlan Investment Management reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 1.2% in Q1 2026, selling an estimated $6.14K and leaving 10,502 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #302.
WealthPlan Investment Management first reported a position in DFEB in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.25M in Q1 2022. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.
- WealthPlan Investment Management held 10,502 shares of FT Vest US Equity Deep Buffer ETF February worth $497K as of Q1 2026.
- WealthPlan Investment Management sold 128 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $6.14K.
- FT Vest US Equity Deep Buffer ETF February made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #302 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 16 quarters since.
- WealthPlan Investment Management's FT Vest US Equity Deep Buffer ETF February position peaked at $3.25M in Q1 2022.
- 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.
Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.