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

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Commonwealth Equity Services

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

Carson Wealth (CWM LLC)

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

LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return