IFP Advisors
FSEP icon

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
Q3 		$197K Buy
3,447
+75
+2% +$4.22K ﹤0.01% 1542
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% +$4.84K ﹤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 +$6.94K ﹤0.01% 2035

Other funds holding FSEP

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's FSEP Position: Q3 2026 in Review

IFP Advisors increased its FT Vest US Equity Buffer ETF September (FSEP) stake by 2.2% in Q3 2026, buying an estimated $4.22K and bringing the position to 3,447 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

IFP Advisors first reported a position in FSEP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.31M in Q4 2022. 22 funds tracked by Wall St. Rank hold FSEP as of Q3 2026.

  • IFP Advisors held 3,447 shares of FT Vest US Equity Buffer ETF September worth $197K as of Q3 2026.
  • IFP Advisors bought 75 FT Vest US Equity Buffer ETF September shares in Q3 2026, an estimated $4.22K.
  • FT Vest US Equity Buffer ETF September made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1542 holding.
  • IFP Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q3 2020 and has held it in 23 quarters since.
  • IFP Advisors's FT Vest US Equity Buffer ETF September position peaked at $2.31M in Q4 2022.
  • 22 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q3 2026.

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