Creative Financial Designs’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Creative Financial Designs’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	$39.3K	Hold	894	–	–	﹤0.01%	980
2025 Q4	$40.1K	Hold	894	–	–	﹤0.01%	942
2025 Q3	$39.5K	Hold	894	–	–	﹤0.01%	931
2025 Q2	$37.9K	Hold	894	–	–	﹤0.01%	954
2025 Q1	$35.5K	Hold	894	–	–	﹤0.01%	942
2024 Q4	$36.2K	Hold	894	–	–	﹤0.01%	896
2024 Q3	$35.8K	Hold	894	–	–	﹤0.01%	884
2024 Q2	$35K	Hold	894	–	–	﹤0.01%	856
2024 Q1	$34.1K	Hold	894	–	–	﹤0.01%	833
2023 Q4	$32.6K	Buy	+894	New	+$31.3K	﹤0.01%	786

Other funds holding DSEP

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

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

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

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

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Creative Financial Designs's DSEP Position: Q1 2026 in Review

Creative Financial Designs held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q1 2026 at 894 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Creative Financial Designs first reported a position in DSEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.1K in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

Creative Financial Designs held 894 shares of FT Vest US Equity Deep Buffer ETF September worth $39.3K as of Q1 2026.
Creative Financial Designs left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #980 holding.
Creative Financial Designs first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's FT Vest US Equity Deep Buffer ETF September position peaked at $40.1K in Q4 2025.
110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.