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

IFP 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
2026 Q3	$239K	Sell	4,888 -3,286	-40%	-$159K	﹤0.01%	1428
2026 Q2	$388K	Hold	8,174	–	–	0.01%	1160
2026 Q1	$359K	Sell	8,174 -575	-7%	-$25.8K	0.01%	1108
2025 Q4	$393K	Buy	8,749 +3,808	+77%	+$169K	0.01%	1037
2025 Q3	$218K	Buy	4,941 +4,000	+425%	+$173K	0.01%	1241
2025 Q2	$39.9K	Sell	941 -1,540	-62%	-$62.1K	﹤0.01%	2167
2025 Q1	$98.4K	Buy	2,481 +1,516	+157%	+$61.7K	﹤0.01%	1535
2024 Q4	$39.1K	Hold	965	–	–	﹤0.01%	1937
2024 Q3	$38.6K	Hold	965	–	–	﹤0.01%	1849
2024 Q2	$37.7K	Hold	965	–	–	﹤0.01%	1793
2024 Q1	$36.8K	Hold	965	–	–	﹤0.01%	1701
2023 Q4	$35.2K	Hold	965	–	–	﹤0.01%	1690
2023 Q3	$32.9K	Buy	965 +277	+40%	+$9.6K	﹤0.01%	1738
2023 Q2	$23.5K	Hold	688	–	–	﹤0.01%	1929
2023 Q1	$20.4K	Sell	688 -1,593	-70%	-$50K	﹤0.01%	2015
2022 Q4	$67K	Sell	2,281 -2,918	-56%	-$88.9K	﹤0.01%	2021
2022 Q3	$154K	Hold	5,199	–	–	﹤0.01%	1570
2022 Q2	$154K	Hold	5,199	–	–	﹤0.01%	1435
2022 Q1	$154K	Buy	5,199 +4,619	+796%	+$150K	﹤0.01%	1435
2021 Q4	$19K	Buy	+580	New	+$19K	﹤0.01%	1963
2021 Q1	–	Sell	-83,612	Closed	-$2.62M	–	3051
2020 Q4	$2.6M	Hold	83,612	–	–	0.11%	168
2020 Q3	$2.5M	Buy	+83,612	New	+$2.49M	0.15%	141

Other funds holding DSEP

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

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

Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFP Advisors's DSEP Position: Q3 2026 in Review

IFP Advisors reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 40% in Q3 2026, selling an estimated $159K and leaving 4,888 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

IFP Advisors first reported a position in DSEP in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.6M in Q4 2020. 26 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

IFP Advisors held 4,888 shares of FT Vest US Equity Deep Buffer ETF September worth $239K as of Q3 2026.
IFP Advisors sold 3,286 FT Vest US Equity Deep Buffer ETF September shares in Q3 2026, an estimated $159K.
FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1428 holding.
IFP Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2020 and has held it in 22 quarters since.
IFP Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $2.6M in Q4 2020.
26 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.