Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Comprehensive Financial Consultants Institutional’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
2025 Q3	–	Sell	-61,362	Closed	-$2.6M	–	186
2025 Q2	$2.6M	Sell	61,362 -63	-0.1%	-$2.54K	0.85%	38
2025 Q1	$2.44M	Sell	61,425 -1,300	-2%	-$52.9K	0.87%	42
2024 Q4	$2.54M	Sell	62,725 -377	-0.6%	-$15.3K	0.93%	40
2024 Q3	$2.53M	Buy	+63,102	New	+$2.49M	0.92%	35
2023 Q2	–	Sell	-30,707	Closed	-$983K	–	167
2023 Q1	$983K	Sell	30,707 -234	-0.8%	-$7.35K	0.56%	69
2022 Q4	$966K	Buy	30,941 +31	+0.1%	+$944	0.58%	65
2022 Q3	$914K	Buy	30,910 +6,803	+28%	+$208K	0.6%	59
2022 Q2	$731K	Hold	24,107	–	–	0.52%	76
2022 Q1	$755K	Hold	24,107	–	–	0.53%	72
2021 Q4	$777K	Buy	+24,107	New	+$789K	0.5%	74

Other funds holding DSEP

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DSEP Position: Q3 2025 in Review

Comprehensive Financial Consultants Institutional sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q3 2025, closing a stake of 61,362 shares — an estimated $2.6M sold.

Comprehensive Financial Consultants Institutional first reported a position in DSEP in Q4 2021 and held it in 10 quarters. The position peaked at $2.6M in Q2 2025. 97 funds tracked by Wall St. Rank hold DSEP as of Q3 2025.

Comprehensive Financial Consultants Institutional reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q3 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 61,362 FT Vest US Equity Deep Buffer ETF September shares in Q3 2025, an estimated $2.6M.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2021 and held it in 10 quarters.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Deep Buffer ETF September position peaked at $2.6M in Q2 2025.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2025, filed 16 Oct 2025.