Clear Point Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Clear Point 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	$906K	Hold	21,637	–	–	0.7%	30
2025 Q4	$917K	Hold	21,637	–	–	0.71%	41
2025 Q3	$900K	Hold	21,637	–	–	0.7%	40
2025 Q2	$879K	Hold	21,637	–	–	0.74%	36
2025 Q1	$837K	Sell	21,637 -200	-0.9%	-$7.83K	0.75%	40
2024 Q4	$850K	Sell	21,837 -1	-0%	-$39	0.73%	38
2024 Q3	$838K	Sell	21,838 -17	-0.1%	-$646	0.65%	38
2024 Q2	$824K	Hold	21,855	–	–	0.68%	37
2024 Q1	$810K	Buy	21,855 +56	+0.3%	+$2.04K	0.67%	39
2023 Q4	$784K	Buy	+21,799	New	+$757K	0.69%	37

Other funds holding XSEP

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return