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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Sell
8,260
-983
-11% -$31.3K ﹤0.01% 968
2025
Q4 		$294K Buy
+9,243
New +$292K ﹤0.01% 900
2025
Q1 		– Sell
-249,744
Closed -$7.45M – 938
2024
Q4 		$7.45M Buy
+249,744
New +$7.43M 0.14% 141

Other funds holding SEPM

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Foundations Investment Advisors's SEPM Position: Q1 2026 in Review

Foundations Investment Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) stake by 11% in Q1 2026, selling an estimated $31.3K and leaving 8,260 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Foundations Investment Advisors first reported a position in SEPM in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.45M in Q4 2024. 31 funds tracked by Wall St. Rank hold SEPM as of Q1 2026.

  • Foundations Investment Advisors held 8,260 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $261K as of Q1 2026.
  • Foundations Investment Advisors sold 983 FT Vest U.S. Equity Max Buffer ETF - September shares in Q1 2026, an estimated $31.3K.
  • FT Vest U.S. Equity Max Buffer ETF - September made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #968 holding.
  • Foundations Investment Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q4 2024 and has held it in 3 quarters since.
  • Foundations Investment Advisors's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $7.45M in Q4 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.