IFP Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

IFP Advisors’s Portfolio XSEP Stock Details XSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Hold	6,497	–	–	0.01%	1240
2025 Q4	$275K	Hold	6,497	–	–	0.01%	1208
2025 Q3	$270K	Sell	6,497 -4,266	-40%	-$176K	0.01%	1148
2025 Q2	$437K	Buy	10,763 +4,266	+66%	+$167K	0.01%	893
2025 Q1	$251K	Hold	6,497	–	–	0.01%	1072
2024 Q4	$253K	Hold	6,497	–	–	0.01%	1022
2024 Q3	$249K	Hold	6,497	–	–	0.01%	985
2024 Q2	$245K	Hold	6,497	–	–	0.01%	942
2024 Q1	$241K	Hold	6,497	–	–	0.01%	908
2023 Q4	$233K	Buy	6,497 +4,266	+191%	+$148K	0.01%	876
2023 Q3	$75.7K	Sell	2,231 -98,135	-98%	-$3.35M	﹤0.01%	1392
2023 Q2	$3.4M	Hold	100,366	–	–	0.14%	145
2023 Q1	$3.02M	Sell	100,366 -22,953	-19%	-$730K	0.13%	158
2022 Q4	$3.71M	Buy	+123,319	New	+$3.77M	0.1%	197

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors's XSEP Position: Q1 2026 in Review

IFP Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q1 2026 at 6,497 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #1240.

IFP Advisors first reported a position in XSEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2022. 67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.

IFP Advisors held 6,497 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $272K as of Q1 2026.
IFP Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #1240 holding.
IFP Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2022 and has held it in 14 quarters since.
IFP Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $3.71M in Q4 2022.
67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.