FNWA
FSEP icon

Financial Network Wealth Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Financial Network Wealth Advisors’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.2K Hold
1,117
– – 0.06% 257
2025
Q4 		$57.6K Hold
1,117
– – 0.06% 250
2025
Q3 		$56.5K Buy
1,117
+81
+8% +$4K 0.06% 248
2025
Q2 		$49.7K Hold
1,036
– – 0.06% 262
2025
Q1 		$46.2K Buy
1,036
+560
+118% +$25.7K 0.06% 259
2024
Q4 		$21.8K Sell
476
-560
-54% -$25.5K 0.04% 265
2024
Q3 		$46.6K Buy
1,036
+560
+118% +$24.7K 0.04% 288
2024
Q2 		$20.8K Buy
+476
New +$20.4K 0.02% 402

Other funds holding FSEP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return