First Heartland Consultants’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

First Heartland Consultants’s Portfolio GSEP Stock Details GSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Sell	7,448 -13,262	-64%	-$533K	0.02%	465
2026 Q1	$789K	Sell	20,710 -4,780	-19%	-$185K	0.06%	217
2025 Q4	$987K	Buy	+25,490	New	+$978K	0.07%	190

Other funds holding GSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

First Heartland Consultants reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 64% in Q2 2026, selling an estimated $533K and leaving 7,448 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #465.

First Heartland Consultants first reported a position in GSEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $987K in Q4 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

First Heartland Consultants held 7,448 shares of FT Vest US Equity Moderate Buffer ETF September worth $305K as of Q2 2026.
First Heartland Consultants sold 13,262 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $533K.
FT Vest US Equity Moderate Buffer ETF September made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #465 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
First Heartland Consultants's FT Vest US Equity Moderate Buffer ETF September position peaked at $987K in Q4 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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