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Capital Analysts LLC’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Capital Analysts LLC’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17K Hold
634
– – ﹤0.01% 1161
2025
Q4 		$16K Hold
634
– – ﹤0.01% 1152
2025
Q3 		$16K Hold
634
– – ﹤0.01% 1119
2025
Q2 		$15K Hold
634
– – ﹤0.01% 1084
2025
Q1 		$14K Hold
634
– – ﹤0.01% 1074
2024
Q4 		$14K Hold
634
– – ﹤0.01% 1011
2024
Q3 		$14K Hold
634
– – ﹤0.01% 973
2024
Q2 		$14K Hold
634
– – ﹤0.01% 918
2024
Q1 		$14K Hold
634
– – ﹤0.01% 887
2023
Q4 		$13K Hold
634
– – ﹤0.01% 872
2023
Q3 		$12K Buy
+634
New +$12.5K ﹤0.01% 861
2023
Q1 		– Sell
-4,400
Closed -$79K – 1089
2022
Q4 		$79K Buy
+4,400
New +$75.6K ﹤0.01% 543

Other funds holding YSEP

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return