Avantax Advisory Services’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History
Bought
Maintained
Sold
Other funds holding FSEP
KAS
RFG
Avantax Advisory Services's FSEP Position: Q2 2025 in Review
Avantax Advisory Services reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 10% in Q2 2025, selling an estimated $25.1K and leaving 4,937 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.
Avantax Advisory Services first reported a position in FSEP in Q3 2023 and has held it in 8 quarters since. The position peaked at $539K in Q3 2024. 126 funds tracked by Wall St. Rank hold FSEP as of Q2 2025.
- Avantax Advisory Services held 4,937 shares of FT Vest US Equity Buffer ETF September worth $237K as of Q2 2025.
- Avantax Advisory Services sold 554 FT Vest US Equity Buffer ETF September shares in Q2 2025, an estimated $25.1K.
- FT Vest US Equity Buffer ETF September made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2087 holding.
- Avantax Advisory Services first reported a position in FT Vest US Equity Buffer ETF September in Q3 2023 and has held it in 8 quarters since.
- Avantax Advisory Services's FT Vest US Equity Buffer ETF September position peaked at $539K in Q3 2024.
- 126 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.