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
Q1 		$147K Buy
+11,049
New +$167K 0.01% 937

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Western Wealth Management's DFII Position: Q1 2026 in Review

Western Wealth Management opened a new position in FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q1 2026: 11,049 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #937 among its holdings.

19 funds tracked by Wall St. Rank hold DFII as of Q1 2026.

  • Western Wealth Management held 11,049 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $147K as of Q1 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF was a new Western Wealth Management position in Q1 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #937 holding.
  • 19 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.