ACM
DSEP icon

Advance Capital Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Advance Capital Management’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$474K Buy
10,772
+2,051
+24% +$92.1K 0.02% 109
2025
Q4 		$392K Sell
8,721
-95
-1% -$4.22K 0.02% 120
2025
Q3 		$390K Buy
+8,816
New +$382K 0.02% 120
2024
Q4 		– Sell
-5,631
Closed -$226K – 155
2024
Q3 		$226K Hold
5,631
– – 0.01% 134
2024
Q2 		$220K Sell
5,631
-1,200
-18% -$46.1K 0.01% 139
2024
Q1 		$261K Hold
6,831
– – 0.02% 124
2023
Q4 		$249K Sell
6,831
-1,972
-22% -$68.9K 0.02% 114
2023
Q3 		$300K Sell
8,803
-347,427
-98% -$12M 0.03% 90
2023
Q2 		$12.2M Buy
356,230
+62,387
+21% +$2.04M 1.38% 10
2023
Q1 		$9.41M Buy
293,843
+150,510
+105% +$4.73M 1.68% 9
2022
Q4 		$4.39M Buy
+143,333
New +$4.37M 0.58% 13

Other funds holding DSEP

Envestnet Asset Management
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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return