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 Q3	–	Sell	-7,448	Closed	-$305K	–	607
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

HAS

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

SAW

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

LSL

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

First Heartland Consultants's GSEP Position: Q3 2026 in Review

First Heartland Consultants sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q3 2026, closing a stake of 7,448 shares — an estimated $305K sold.

First Heartland Consultants first reported a position in GSEP in Q4 2025 and held it in 3 quarters. The position peaked at $987K in Q4 2025. 9 funds tracked by Wall St. Rank hold GSEP as of Q3 2026.

First Heartland Consultants reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q3 2026 after selling out during the quarter.
First Heartland Consultants sold 7,448 FT Vest US Equity Moderate Buffer ETF September shares in Q3 2026, an estimated $305K.
First Heartland Consultants first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and held it in 3 quarters.
First Heartland Consultants's FT Vest US Equity Moderate Buffer ETF September position peaked at $987K in Q4 2025.
9 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.