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FSC Wealth Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

FSC Wealth Advisors’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
2025
Q2 		– Sell
-545
Closed -$21.6K – 120
2025
Q1 		$21.6K Hold
545
– – 0.01% 160
2024
Q4 		$22.1K Buy
545
+409
+301% +$16.6K 0.01% 158
2024
Q3 		$5.45K Buy
+136
New +$5.37K ﹤0.01% 219

Other funds holding DSEP

RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FSC Wealth Advisors's DSEP Position: Q2 2025 in Review

FSC Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2025, closing a stake of 545 shares — an estimated $21.6K sold.

FSC Wealth Advisors first reported a position in DSEP in Q3 2024 and held it in 3 quarters. The position peaked at $22.1K in Q4 2024. 90 funds tracked by Wall St. Rank hold DSEP as of Q2 2025.

  • FSC Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 545 FT Vest US Equity Deep Buffer ETF September shares in Q2 2025, an estimated $21.6K.
  • FSC Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $22.1K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.