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

IFP Advisors’s Portfolio FSEP Stock Details FSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186K	Hold	3,372	–	–	﹤0.01%	1577
2026 Q1	$170K	Hold	3,372	–	–	﹤0.01%	1488
2025 Q4	$174K	Buy	3,372 +250	+8%	+$12.7K	﹤0.01%	1450
2025 Q3	$158K	Hold	3,122	–	–	﹤0.01%	1410
2025 Q2	$150K	Buy	3,122 +978	+46%	+$44.3K	﹤0.01%	1416
2025 Q1	$95.5K	Sell	2,144 -416	-16%	-$19.1K	﹤0.01%	1554
2024 Q4	$117K	Buy	2,560 +106	+4%	+$4.83K	﹤0.01%	1392
2024 Q3	$110K	Sell	2,454 -3,091	-56%	-$137K	﹤0.01%	1356
2024 Q2	$243K	Buy	5,545 +292	+6%	+$12.5K	0.01%	946
2024 Q1	$223K	Buy	5,253 +1,352	+35%	+$55.9K	0.01%	950
2023 Q4	$157K	Sell	3,901 -13,982	-78%	-$535K	0.01%	1067
2023 Q3	$663K	Buy	17,883 +1,331	+8%	+$50.7K	0.03%	506
2023 Q2	$629K	Buy	16,552 +1,172	+8%	+$42.3K	0.03%	572
2023 Q1	$454K	Sell	15,380 -62,908	-80%	-$2.17M	0.02%	638
2022 Q4	$2.31M	Buy	78,288 +70,904	+960%	+$2.36M	0.06%	338
2022 Q3	$219K	Buy	7,384 +1,986	+37%	+$66K	0.01%	1352
2022 Q2	$160K	Hold	5,398	–	–	0.01%	1413
2022 Q1	$160K	Buy	5,398 +3,415	+172%	+$119K	0.01%	1413
2021 Q4	$72K	Sell	1,983 -7,345	-79%	-$259K	﹤0.01%	1414
2021 Q3	$314K	Buy	+9,328	New	+$320K	0.01%	750
2021 Q1	–	Sell	-234	Closed	-$7.63K	–	3075
2020 Q4	$8K	Hold	234	–	–	﹤0.01%	2146
2020 Q3	$7K	Buy	+234	New	+$6.95K	﹤0.01%	2035

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFP Advisors's FSEP Position: Q2 2026 in Review

IFP Advisors held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q2 2026 at 3,372 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

IFP Advisors first reported a position in FSEP in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q4 2022. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

IFP Advisors held 3,372 shares of FT Vest US Equity Buffer ETF September worth $186K as of Q2 2026.
IFP Advisors left its FT Vest US Equity Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF September made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1577 holding.
IFP Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q3 2020 and has held it in 22 quarters since.
IFP Advisors's FT Vest US Equity Buffer ETF September position peaked at $2.31M in Q4 2022.
151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.