WWM
DFII

Western Wealth Management’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Western Wealth Management’s Portfolio DFII Stock Details DFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Sell
10,754
-295
-3% -$4.01K ﹤0.01% 983
2026
Q1 		$147K Buy
+11,049
New +$167K 0.01% 937

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Western Wealth Management's DFII Position: Q2 2026 in Review

Western Wealth Management reduced its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 2.7% in Q2 2026, selling an estimated $4.01K and leaving 10,754 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Western Wealth Management first reported a position in DFII in Q1 2026 and has held it in 2 quarters since. The position peaked at $147K in Q1 2026. 22 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Western Wealth Management held 10,754 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $120K as of Q2 2026.
  • Western Wealth Management sold 295 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $4.01K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Western Wealth Management's portfolio in Q2 2026, its #983 holding.
  • Western Wealth Management first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Western Wealth Management's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $147K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.