American Portfolios Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

American Portfolios Advisors’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
2022 Q3	$175K	Buy	5,971 +995	+20%	+$30.4K	0.01%	1066
2022 Q2	$151K	Hold	4,976	–	–	0.01%	1190
2022 Q1	$163K	Hold	4,976	–	–	0.01%	1264
2021 Q4	$165K	Hold	4,976	–	–	0.01%	1260
2021 Q3	$159K	Buy	+4,976	New	+$161K	0.01%	1229

Other funds holding DSEP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

American Portfolios Advisors's DSEP Position: Q3 2022 in Review

American Portfolios Advisors increased its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 20% in Q3 2022, buying an estimated $30.4K and bringing the position to 5,971 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #1066.

American Portfolios Advisors first reported a position in DSEP in Q3 2021 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold DSEP as of Q3 2022.

American Portfolios Advisors held 5,971 shares of FT Vest US Equity Deep Buffer ETF September worth $175K as of Q3 2022.
American Portfolios Advisors bought 995 FT Vest US Equity Deep Buffer ETF September shares in Q3 2022, an estimated $30.4K.
FT Vest US Equity Deep Buffer ETF September made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1066 holding.
American Portfolios Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2021 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.