CJ
GSEP icon

Caitlin John’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Caitlin John’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-366
Closed -$12.8K – 396
2024
Q4 		$12.8K Sell
366
-1
-0.3% -$35 0.01% 435
2024
Q3 		$12.9K Buy
367
+13
+4% +$443 0.01% 452
2024
Q2 		$12K Buy
354
+18
+5% +$598 0.01% 437
2024
Q1 		$11.1K Sell
336
-9
-3% -$291 0.01% 439
2023
Q4 		$10.9K Buy
+345
New +$10.5K 0.01% 428

Other funds holding GSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Caitlin John's GSEP Position: Q1 2025 in Review

Caitlin John sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q1 2025, closing a stake of 366 shares — an estimated $12.8K sold.

Caitlin John first reported a position in GSEP in Q4 2023 and held it in 5 quarters. The position peaked at $12.9K in Q3 2024. 71 funds tracked by Wall St. Rank hold GSEP as of Q1 2025.

  • Caitlin John reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Caitlin John sold 366 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2025, an estimated $12.8K.
  • Caitlin John first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and held it in 5 quarters.
  • Caitlin John's FT Vest US Equity Moderate Buffer ETF September position peaked at $12.9K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.