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

Creative Financial Designs’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
2026 Q1	$15.1K	Hold	300	–	–	﹤0.01%	1277
2025 Q4	$15.5K	Hold	300	–	–	﹤0.01%	1220
2025 Q3	$15.2K	Sell	300 -5,300	-95%	-$261K	﹤0.01%	1231
2025 Q2	$269K	Hold	5,600	–	–	0.02%	426
2025 Q1	$249K	Sell	5,600 -3,323	-37%	-$153K	0.02%	398
2024 Q4	$408K	Buy	8,923 +86	+1%	+$3.92K	0.03%	316
2024 Q3	$397K	Sell	8,837 -283	-3%	-$12.5K	0.03%	324
2024 Q2	$399K	Sell	9,120 -364	-4%	-$15.6K	0.04%	306
2024 Q1	$403K	Buy	9,484 +370	+4%	+$15.3K	0.04%	293
2023 Q4	$367K	Buy	+9,114	New	+$349K	0.04%	282

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Creative Financial Designs held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q1 2026 at 300 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Creative Financial Designs first reported a position in FSEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $408K in Q4 2024. 152 funds tracked by Wall St. Rank hold FSEP as of Q1 2026.

Creative Financial Designs held 300 shares of FT Vest US Equity Buffer ETF September worth $15.1K as of Q1 2026.
Creative Financial Designs left its FT Vest US Equity Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF September made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1277 holding.
Creative Financial Designs first reported a position in FT Vest US Equity Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's FT Vest US Equity Buffer ETF September position peaked at $408K in Q4 2024.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q1 2026.

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