Wood Tarver Financial Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Wood Tarver Financial Group’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	$1.77M	Buy	37,369 +1,135	+3%	+$54.5K	0.49%	35
2025 Q4	$1.73M	Sell	36,234 -735	-2%	-$34.5K	0.49%	36
2025 Q3	$1.72M	Buy	36,969 +3,018	+9%	+$137K	0.51%	35
2025 Q2	$1.51M	Buy	33,951 +456	+1%	+$19.5K	0.46%	38
2025 Q1	$1.41M	Buy	33,495 +7,452	+29%	+$320K	0.46%	34
2024 Q4	$1.11M	Buy	+26,043	New	+$1.1M	0.37%	39

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

Wood Tarver Financial Group's DFEB Position: Q1 2026 in Review

Wood Tarver Financial Group increased its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 3.1% in Q1 2026, buying an estimated $54.5K and bringing the position to 37,369 shares worth $1.77M. The position accounts for 0.49% of the portfolio, ranked #35.

Wood Tarver Financial Group first reported a position in DFEB in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

Wood Tarver Financial Group held 37,369 shares of FT Vest US Equity Deep Buffer ETF February worth $1.77M as of Q1 2026.
Wood Tarver Financial Group bought 1,135 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $54.5K.
FT Vest US Equity Deep Buffer ETF February made up 0.49% of Wood Tarver Financial Group's portfolio in Q1 2026, its #35 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2024 and has held it in 6 quarters since.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.