FIA
SEPM

Foundations Investment Advisors’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Foundations Investment Advisors’s Portfolio SEPM Stock Details SEPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-249,744
Closed -$7.45M – 937
2024
Q4 		$7.45M Buy
+249,744
New +$7.45M 0.14% 141