BFWM
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Bright Futures Wealth Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-4,800
Closed -$217K – 164
2024
Q3 		$217K Hold
4,800
– – 0.1% 205
2024
Q2 		$209K Hold
4,800
– – 0.11% 195
2024
Q1 		$210K Buy
+4,800
New +$198K 0.11% 193

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KAS
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RFG
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CW
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AA
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Bright Futures Wealth Management's FSEP Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q4 2024, closing a stake of 4,800 shares — an estimated $217K sold.

Bright Futures Wealth Management first reported a position in FSEP in Q1 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 132 funds tracked by Wall St. Rank hold FSEP as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining FT Vest US Equity Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,800 FT Vest US Equity Buffer ETF September shares in Q4 2024, an estimated $217K.
  • Bright Futures Wealth Management first reported a position in FT Vest US Equity Buffer ETF September in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's FT Vest US Equity Buffer ETF September position peaked at $217K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.