FSB Premier Wealth Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

FSB Premier Wealth Management’s Portfolio DSEP Stock Details DSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235K	Hold	5,337	–	–	0.07%	230
2025 Q4	$240K	Buy	+5,337	New	+$237K	0.08%	212
2024 Q2	–	Sell	-19,345	Closed	-$739K	–	188
2024 Q1	$739K	Sell	19,345 -150	-0.8%	-$5.59K	0.34%	68
2023 Q4	$710K	Sell	19,495 -1,138	-6%	-$39.8K	0.36%	64
2023 Q3	$703K	Buy	20,633 +11,499	+126%	+$397K	0.39%	57
2023 Q2	$312K	Sell	9,134 -400	-4%	-$13.1K	0.17%	110
2023 Q1	$305K	Sell	9,534 -4,400	-32%	-$138K	0.17%	109
2022 Q4	$427K	Hold	13,934	–	–	0.23%	87
2022 Q3	$409K	Buy	+13,934	New	+$426K	0.24%	81
2022 Q1	–	Sell	-2,885	Closed	-$95K	–	241
2021 Q4	$95K	Buy	+2,885	New	+$94.4K	0.04%	182

Other funds holding DSEP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSB Premier Wealth Management's DSEP Position: Q1 2026 in Review

FSB Premier Wealth Management held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q1 2026 at 5,337 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #230.

FSB Premier Wealth Management first reported a position in DSEP in Q4 2021 and has held it in 10 quarters since. The position peaked at $739K in Q1 2024. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

FSB Premier Wealth Management held 5,337 shares of FT Vest US Equity Deep Buffer ETF September worth $235K as of Q1 2026.
FSB Premier Wealth Management left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.07% of FSB Premier Wealth Management's portfolio in Q1 2026, its #230 holding.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2021 and has held it in 10 quarters since.
FSB Premier Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $739K in Q1 2024.
110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.