DFP
SEPM

Defined Financial Planning’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Defined Financial Planning’s Portfolio SEPM Stock Details SEPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$382K Buy
12,116
+3,232
+36% +$101K 0.32% 40
2025
Q2 		$274K Buy
+8,884
New +$267K 0.24% 54

Other funds holding SEPM

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Defined Financial Planning's SEPM Position: Q3 2025 in Review

Defined Financial Planning increased its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) stake by 36% in Q3 2025, buying an estimated $101K and bringing the position to 12,116 shares worth $382K. The position accounts for 0.32% of the portfolio, ranked #40.

Defined Financial Planning first reported a position in SEPM in Q2 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold SEPM as of Q3 2025.

  • Defined Financial Planning held 12,116 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $382K as of Q3 2025.
  • Defined Financial Planning bought 3,232 FT Vest U.S. Equity Max Buffer ETF - September shares in Q3 2025, an estimated $101K.
  • FT Vest U.S. Equity Max Buffer ETF - September made up 0.32% of Defined Financial Planning's portfolio in Q3 2025, its #40 holding.
  • Defined Financial Planning first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q2 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.