BFC Planning, Inc.’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

BFC Planning, Inc.’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 Q2	$202K	Hold	4,265	–	–	0.01%	929
2026 Q1	$187K	Hold	4,265	–	–	0.01%	897
2025 Q4	$192K	Hold	4,265	–	–	0.01%	882
2025 Q3	$189K	Hold	4,265	–	–	0.01%	685
2025 Q2	$181K	Hold	4,265	–	–	0.01%	671
2025 Q1	$169K	Hold	4,265	–	–	0.01%	676
2024 Q4	$173K	Buy	+4,265	New	+$173K	0.01%	667

Other funds holding DSEP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

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

BFC Planning, Inc.'s DSEP Position: Q2 2026 in Review

BFC Planning, Inc. held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 4,265 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #929.

BFC Planning, Inc. first reported a position in DSEP in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

BFC Planning, Inc. held 4,265 shares of FT Vest US Equity Deep Buffer ETF September worth $202K as of Q2 2026.
BFC Planning, Inc. left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #929 holding.
BFC Planning, Inc. first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.