Foundations Investment Advisors
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Foundations Investment Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Foundations Investment Advisors’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
2024
Q1 		– Sell
-11,262
Closed -$362K – 722
2023
Q4 		$362K Buy
+11,262
New +$342K 0.01% 508

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Cetera Investment Advisers
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NewEdge Advisors
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CHC
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Foundations Investment Advisors's GSEP Position: Q1 2024 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q1 2024, closing a stake of 11,262 shares — an estimated $362K sold.

Foundations Investment Advisors first reported a position in GSEP in Q4 2023 and held it in 1 quarter. The position peaked at $362K in Q4 2023. 54 funds tracked by Wall St. Rank hold GSEP as of Q1 2024.

  • Foundations Investment Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 11,262 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2024, an estimated $362K.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $362K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.