DHJJ Financial Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

DHJJ Financial Advisors’s Portfolio XSEP Stock Details XSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$94.1K	Hold	2,246	–	–	0.03%	296
2025 Q4	$95.2K	Hold	2,246	–	–	0.03%	284
2025 Q3	$93.4K	Hold	2,246	–	–	0.03%	272
2025 Q2	$91.2K	Buy	2,246 +261	+13%	+$10.2K	0.03%	263
2025 Q1	$76.8K	Hold	1,985	–	–	0.03%	259
2024 Q4	$77.2K	Hold	1,985	–	–	0.03%	250
2024 Q3	$76.2K	Hold	1,985	–	–	0.03%	246
2024 Q2	$74.9K	Hold	1,985	–	–	0.03%	232
2024 Q1	$73.5K	Hold	1,985	–	–	0.03%	223
2023 Q4	$71.2K	Buy	1,985 +1,315	+196%	+$45.7K	0.03%	218
2023 Q3	$22.7K	Buy	+670	New	+$22.9K	0.01%	340

Other funds holding XSEP

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

DHJJ Financial Advisors's XSEP Position: Q1 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q1 2026 at 2,246 shares worth $94.1K. The position accounts for 0.03% of the portfolio, ranked #296.

DHJJ Financial Advisors first reported a position in XSEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $95.2K in Q4 2025. 67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.

DHJJ Financial Advisors held 2,246 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $94.1K as of Q1 2026.
DHJJ Financial Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #296 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $95.2K in Q4 2025.
67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.