Farther Finance Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Farther Finance Advisors’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
2026 Q3	$261K	Sell	5,350 -884	-14%	-$42.6K	﹤0.01%	2084
2026 Q2	$296K	Buy	6,234 +2,551	+69%	+$119K	﹤0.01%	1960
2026 Q1	$163K	Sell	3,683 -506	-12%	-$22.7K	﹤0.01%	2165
2025 Q4	$188K	Sell	4,189 -1,716	-29%	-$76.3K	﹤0.01%	1944
2025 Q3	$261K	Sell	5,905 -4,123	-41%	-$179K	﹤0.01%	1459
2025 Q2	$425K	Sell	10,028 -132	-1%	-$5.33K	0.01%	988
2025 Q1	$404K	Buy	+10,160	New	+$413K	0.01%	883

Other funds holding DSEP

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's DSEP Position: Q3 2026 in Review

Farther Finance Advisors reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 14% in Q3 2026, selling an estimated $42.6K and leaving 5,350 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Farther Finance Advisors first reported a position in DSEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $425K in Q2 2025. 10 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

Farther Finance Advisors held 5,350 shares of FT Vest US Equity Deep Buffer ETF September worth $261K as of Q3 2026.
Farther Finance Advisors sold 884 FT Vest US Equity Deep Buffer ETF September shares in Q3 2026, an estimated $42.6K.
FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2084 holding.
Farther Finance Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $425K in Q2 2025.
10 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.