Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Cambridge Investment Research Advisors’s Portfolio XSEP Stock Details XSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$525K Sell
12,545
-1,462
-10% -$62K ﹤0.01% 2756
2025
Q4 		$594K Sell
14,007
-819
-6% -$34.3K ﹤0.01% 2553
2025
Q3 		$617K Sell
14,826
-1,320
-8% -$54.3K ﹤0.01% 2473
2025
Q2 		$656K Sell
16,146
-418
-3% -$16.3K ﹤0.01% 2295
2025
Q1 		$640K Sell
16,564
-9,085
-35% -$356K ﹤0.01% 2214
2024
Q4 		$998K Buy
25,649
+5,949
+30% +$230K ﹤0.01% 1877
2024
Q3 		$756K Buy
19,700
+90
+0.5% +$3.42K ﹤0.01% 2078
2024
Q2 		$740K Buy
19,610
+1,247
+7% +$46.5K ﹤0.01% 1993
2024
Q1 		$680K Sell
18,363
-23,896
-57% -$871K ﹤0.01% 2012
2023
Q4 		$1.52M Buy
42,259
+13,766
+48% +$478K 0.01% 1382
2023
Q3 		$966K Buy
28,493
+11,150
+64% +$381K ﹤0.01% 1609
2023
Q2 		$588K Sell
17,343
-28,650
-62% -$947K ﹤0.01% 2008
2023
Q1 		$1.49M Buy
45,993
+13,933
+43% +$443K 0.01% 1319
2022
Q4 		$991K Buy
+32,060
New +$979K 0.01% 1518

Other funds holding XSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors's XSEP Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 10% in Q1 2026, selling an estimated $62K and leaving 12,545 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Cambridge Investment Research Advisors first reported a position in XSEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2023. 67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.

  • Cambridge Investment Research Advisors held 12,545 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $525K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 1,462 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q1 2026, an estimated $62K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF September made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2756 holding.
  • Cambridge Investment Research Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2022 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $1.52M in Q4 2023.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.