Envestnet Portfolio Solutions
DSEP icon

Envestnet Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-5,335
Closed -$216K – 1607
2024
Q4 		$216K Buy
+5,335
New +$216K ﹤0.01% 1645

Other funds holding DSEP

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Envestnet Portfolio Solutions's DSEP Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2025, closing a stake of 5,335 shares — an estimated $216K sold.

Envestnet Portfolio Solutions first reported a position in DSEP in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 97 funds tracked by Wall St. Rank hold DSEP as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,335 FT Vest US Equity Deep Buffer ETF September shares in Q1 2025, an estimated $216K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's FT Vest US Equity Deep Buffer ETF September position peaked at $216K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.