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Hayden Royal’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Hayden Royal’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
2021
Q3 		– Sell
-142,998
Closed -$4.6M – 116
2021
Q2 		$4.6M Sell
142,998
-5,675
-4% -$182K 2.54% 5
2021
Q1 		$4.71M Buy
+148,673
New +$4.66M 2.7% 4

Other funds holding DSEP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Hayden Royal's DSEP Position: Q3 2021 in Review

Hayden Royal sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q3 2021, closing a stake of 142,998 shares — an estimated $4.6M sold.

Hayden Royal first reported a position in DSEP in Q1 2021 and held it in 2 quarters. The position peaked at $4.71M in Q1 2021. 23 funds tracked by Wall St. Rank hold DSEP as of Q3 2021.

  • Hayden Royal reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 142,998 FT Vest US Equity Deep Buffer ETF September shares in Q3 2021, an estimated $4.6M.
  • Hayden Royal first reported a position in FT Vest US Equity Deep Buffer ETF September in Q1 2021 and held it in 2 quarters.
  • Hayden Royal's FT Vest US Equity Deep Buffer ETF September position peaked at $4.71M in Q1 2021.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.