DHJJ Financial Advisors’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$137K	Hold	5,249	–	–	0.05%	250
2025 Q4	$137K	Sell	5,249 -130	-2%	-$3.33K	0.05%	234
2025 Q3	$137K	Buy	5,379 +884	+20%	+$21.9K	0.05%	218
2025 Q2	$110K	Sell	4,495 -300	-6%	-$7.03K	0.04%	240
2025 Q1	$109K	Hold	4,795	–	–	0.04%	215
2024 Q4	$104K	Hold	4,795	–	–	0.04%	217
2024 Q3	$109K	Sell	4,795 -820	-15%	-$18.2K	0.04%	206
2024 Q2	$121K	Buy	5,615 +15	+0.3%	+$323	0.05%	186
2024 Q1	$121K	Buy	5,600 +795	+17%	+$16.6K	0.05%	179
2023 Q4	$99.7K	Buy	4,805 +2,020	+73%	+$39.6K	0.05%	197
2023 Q3	$53.6K	Buy	+2,785	New	+$55.1K	0.03%	237

Other funds holding YSEP

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

DHJJ Financial Advisors held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q1 2026 at 5,249 shares worth $137K. The position accounts for 0.05% of the portfolio, ranked #250.

DHJJ Financial Advisors first reported a position in YSEP in Q3 2023 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

DHJJ Financial Advisors held 5,249 shares of FT Vest International Equity Buffer ETF September worth $137K as of Q1 2026.
DHJJ Financial Advisors left its FT Vest International Equity Buffer ETF September share count unchanged in Q1 2026.
FT Vest International Equity Buffer ETF September made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #250 holding.
DHJJ Financial Advisors first reported a position in FT Vest International Equity Buffer ETF September in Q3 2023 and has held it in 11 quarters since.
66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

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