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Core Wealth Partners’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Core Wealth Partners’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,982
Closed -$201K – 186
2025
Q3 		$201K Buy
+3,982
New +$196K 0.09% 171

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Cetera Investment Advisers
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Osaic Holdings
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Commonwealth Equity Services
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AssetMark Inc
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LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Core Wealth Partners's FSEP Position: Q4 2025 in Review

Core Wealth Partners sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q4 2025, closing a stake of 3,982 shares — an estimated $201K sold.

Core Wealth Partners first reported a position in FSEP in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 149 funds tracked by Wall St. Rank hold FSEP as of Q4 2025.

  • Core Wealth Partners reported no remaining FT Vest US Equity Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • Core Wealth Partners sold 3,982 FT Vest US Equity Buffer ETF September shares in Q4 2025, an estimated $201K.
  • Core Wealth Partners first reported a position in FT Vest US Equity Buffer ETF September in Q3 2025 and held it in 1 quarter.
  • Core Wealth Partners's FT Vest US Equity Buffer ETF September position peaked at $201K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q4 2025.

Based on Core Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.