AWM
FSEP icon

Avior Wealth Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Avior Wealth Management’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-433
Closed -$15.3K – 1609
2023
Q1 		$15.3K Buy
+433
New +$15K ﹤0.01% 991

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NA
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VBFP
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Avior Wealth Management's FSEP Position: Q2 2023 in Review

Avior Wealth Management sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2023, closing a stake of 433 shares — an estimated $15.3K sold.

Avior Wealth Management first reported a position in FSEP in Q1 2023 and held it in 1 quarter. The position peaked at $15.3K in Q1 2023. 76 funds tracked by Wall St. Rank hold FSEP as of Q2 2023.

  • Avior Wealth Management reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 433 FT Vest US Equity Buffer ETF September shares in Q2 2023, an estimated $15.3K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Buffer ETF September in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's FT Vest US Equity Buffer ETF September position peaked at $15.3K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.