AWM
RSSE

AE Wealth Management’s FT Vest U.S. Equity Equal-Weight Buffer ETF September RSSE Stock Holding History

AE Wealth Management’s Portfolio RSSE Stock Details RSSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-480
Closed -$9.53K – 2305
2024
Q4 		$9.53K Buy
+480
New +$9.68K ﹤0.01% 1849

Other funds holding RSSE

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

AE Wealth Management's RSSE Position: Q1 2025 in Review

AE Wealth Management sold out of FT Vest U.S. Equity Equal-Weight Buffer ETF September (RSSE) in Q1 2025, closing a stake of 480 shares — an estimated $9.53K sold.

AE Wealth Management first reported a position in RSSE in Q4 2024 and held it in 1 quarter. The position peaked at $9.53K in Q4 2024. 20 funds tracked by Wall St. Rank hold RSSE as of Q1 2025.

  • AE Wealth Management reported no remaining FT Vest U.S. Equity Equal-Weight Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 480 FT Vest U.S. Equity Equal-Weight Buffer ETF September shares in Q1 2025, an estimated $9.53K.
  • AE Wealth Management first reported a position in FT Vest U.S. Equity Equal-Weight Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's FT Vest U.S. Equity Equal-Weight Buffer ETF September position peaked at $9.53K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal-Weight Buffer ETF September as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.