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 Q3	$261K	Hold	5,337	–	–	0.07%	227
2026 Q2	$253K	Hold	5,337	–	–	0.07%	228
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

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

FSB Premier Wealth Management's DSEP Position: Q3 2026 in Review

FSB Premier Wealth Management held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q3 2026 at 5,337 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #227.

FSB Premier Wealth Management first reported a position in DSEP in Q4 2021 and has held it in 12 quarters since. The position peaked at $739K in Q1 2024. 99 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

FSB Premier Wealth Management held 5,337 shares of FT Vest US Equity Deep Buffer ETF September worth $261K as of Q3 2026.
FSB Premier Wealth Management left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q3 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.07% of FSB Premier Wealth Management's portfolio in Q3 2026, its #227 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 12 quarters since.
FSB Premier Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $739K in Q1 2024.
99 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on FSB Premier Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.