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Epic Trust Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Epic Trust Investment 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
2023
Q2 		– Sell
-60,908
Closed -$1.88M – 124
2023
Q1 		$1.88M Buy
+60,908
New +$1.94M 2.29% 10

Other funds holding XSEP

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Epic Trust Investment Advisors's XSEP Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q2 2023, closing a stake of 60,908 shares — an estimated $1.88M sold.

Epic Trust Investment Advisors first reported a position in XSEP in Q1 2023 and held it in 1 quarter. The position peaked at $1.88M in Q1 2023. 38 funds tracked by Wall St. Rank hold XSEP as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 60,908 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2023, an estimated $1.88M.
  • Epic Trust Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q1 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $1.88M in Q1 2023.
  • 38 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.