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EPG Wealth Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

EPG Wealth Management’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
2022
Q2 		– Sell
-3,000
Closed -$98K – 243
2022
Q1 		$98K Hold
3,000
– – 0.03% 260
2021
Q4 		$99K Hold
3,000
– – 0.03% 261
2021
Q3 		$96K Buy
+3,000
New +$96.8K 0.04% 241

Other funds holding DSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

EPG Wealth Management's DSEP Position: Q2 2022 in Review

EPG Wealth Management sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2022, closing a stake of 3,000 shares — an estimated $98K sold.

EPG Wealth Management first reported a position in DSEP in Q3 2021 and held it in 3 quarters. The position peaked at $99K in Q4 2021. 39 funds tracked by Wall St. Rank hold DSEP as of Q2 2022.

  • EPG Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q2 2022 after selling out during the quarter.
  • EPG Wealth Management sold 3,000 FT Vest US Equity Deep Buffer ETF September shares in Q2 2022, an estimated $98K.
  • EPG Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2021 and held it in 3 quarters.
  • EPG Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $99K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.