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Founders Financial Securities’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Founders Financial Securities’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
Q1 		$1.79M Buy
45,942
+5,592
+14% +$217K 0.1% 192
2025
Q4 		$1.56M Buy
40,350
+5,253
+15% +$201K 0.09% 207
2025
Q3 		$1.34M Buy
35,097
+2,549
+8% +$95.4K 0.09% 203
2025
Q2 		$1.19M Sell
32,548
-4
-0% -$140 0.09% 213
2025
Q1 		$1.11M Buy
32,552
+14,276
+78% +$503K 0.09% 204
2024
Q4 		$640K Buy
18,276
+8,189
+81% +$286K 0.06% 235
2024
Q3 		$349K Buy
+10,087
New +$344K 0.03% 326

Other funds holding GSEP

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return