Who owns DLFE?
FT Vest U.S. Equity Dual Directional Buffer ETF - February · First Trust
18 institutions reported holding DLFE, worth $61.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DLFE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | Austin, TX | $22.1M | 696,622 | +42,276 shares |
| First International Bank of Israel Ltd. | Tel Aviv, Israel | $20.7M | 651,000 | No change |
| Novem Group | Rochester, NY | $5.7M | 179,795 | New position |
| CreativeOne Wealth, LLC | Overland Park, KS | $3.5M | 110,058 | New position |
| New Wave Wealth Advisors LLC | Springdale, AR | $3.0M | 94,464 | −23,348 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.3M | 71,634 | +51,506 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $789K | 24,861 | +2,641 shares |
| RFG Advisory, LLC | Birmingham, AL | $742K | 23,370 | No change |
| Old Mission Capital LLC | Chicago, IL | $682K | 21,488 | New position |
| Maia Wealth LLC | Denver, CO | $528K | 16,654 | +1,885 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DLFE?
18 institutional managers reported holding DLFE in Form 13F filings for June 30, 2026, worth $61.8M in total. The largest reported position was held by Kestra Advisory Services, LLC, at $22.1M.
Did institutions buy or sell DLFE last quarter?
Reported 13F value rose 31.8% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DLFE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.