First Heartland Consultants’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

First Heartland Consultants’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 Q2	$637K	Hold	13,417	–	–	0.04%	282
2026 Q1	$590K	Sell	13,417 -28	-0.2%	-$1.26K	0.05%	263
2025 Q4	$604K	Buy	13,445 +8,334	+163%	+$371K	0.05%	255
2025 Q3	$226K	Sell	5,111 -48	-0.9%	-$2.08K	0.02%	478
2025 Q2	$219K	Hold	5,159	–	–	0.02%	453
2025 Q1	$205K	Hold	5,159	–	–	0.02%	424
2024 Q4	$209K	Buy	+5,159	New	+$209K	0.02%	423

Other funds holding DSEP

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

First Heartland Consultants's DSEP Position: Q2 2026 in Review

First Heartland Consultants held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 13,417 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #282.

First Heartland Consultants first reported a position in DSEP in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

First Heartland Consultants held 13,417 shares of FT Vest US Equity Deep Buffer ETF September worth $637K as of Q2 2026.
First Heartland Consultants left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #282 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.