Winnow Wealth’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Winnow Wealth’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	$312K	Sell	6,594 -173	-3%	-$8.31K	0.24%	99
2025 Q4	$325K	Sell	6,767 -101	-1%	-$4.74K	0.24%	85
2025 Q3	$323K	Buy	+6,868	New	+$313K	0.25%	86
2025 Q2	–	Sell	-128,436	Closed	-$5.41M	–	289
2025 Q1	$5.41M	Buy	128,436 +128,378	+221,341%	+$5.51M	5%	5
2024 Q4	$2.45K	Buy	+58	New	+$2.46K	﹤0.01%	255

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Winnow Wealth's DFEB Position: Q1 2026 in Review

Winnow Wealth reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 2.6% in Q1 2026, selling an estimated $8.31K and leaving 6,594 shares worth $312K. The position accounts for 0.24% of the portfolio, ranked #99.

Winnow Wealth first reported a position in DFEB in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.41M in Q1 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

Winnow Wealth held 6,594 shares of FT Vest US Equity Deep Buffer ETF February worth $312K as of Q1 2026.
Winnow Wealth sold 173 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $8.31K.
FT Vest US Equity Deep Buffer ETF February made up 0.24% of Winnow Wealth's portfolio in Q1 2026, its #99 holding.
Winnow Wealth first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2024 and has held it in 5 quarters since.
Winnow Wealth's FT Vest US Equity Deep Buffer ETF February position peaked at $5.41M in Q1 2025.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

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