Cetera Investment Advisers
DSEP icon

Cetera Investment Advisers’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Cetera Investment Advisers’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.58M Buy
126,827
+9,913
+8% +$445K 0.01% 1436
2025
Q4 		$5.25M Buy
116,914
+17,430
+18% +$775K 0.01% 1432
2025
Q3 		$4.4M Buy
99,484
+8,917
+10% +$387K 0.01% 1511
2025
Q2 		$3.84M Sell
90,567
-3,540
-4% -$143K 0.01% 1364
2025
Q1 		$3.73M Buy
94,107
+6,281
+7% +$256K 0.01% 1302
2024
Q4 		$3.56M Buy
87,826
+25,873
+42% +$1.05M 0.01% 1249
2024
Q3 		$2.48M Buy
61,953
+8,507
+16% +$336K 0.01% 1475
2024
Q2 		$2.09M Sell
53,446
-4,655
-8% -$179K ﹤0.01% 1540
2024
Q1 		$2.22M Buy
+58,101
New +$2.17M 0.01% 1468
2023
Q4 		– Sell
-27,420
Closed -$934K – 2262
2023
Q3 		$934K Sell
27,420
-14,125
-34% -$487K 0.01% 1079
2023
Q2 		$1.42M Sell
41,545
-4,554
-10% -$149K 0.01% 923
2023
Q1 		$1.48M Sell
46,099
-7,597
-14% -$239K 0.01% 863
2022
Q4 		$1.65M Buy
53,696
+12,243
+30% +$373K 0.02% 781
2022
Q3 		$1.22M Buy
41,453
+30,905
+293% +$944K 0.02% 641
2022
Q2 		$320K Hold
10,548
– – 0.01% 1372
2022
Q1 		$346K Buy
+10,548
New +$342K 0.01% 1398

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SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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