Janney Montgomery Scott
DSEP icon

Janney Montgomery Scott’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Janney Montgomery Scott’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
Q1 		$1.6M Buy
36,487
+986
+3% +$44.3K ﹤0.01% 1389
2025
Q4 		$1.59M Buy
35,501
+300
+0.9% +$13.3K ﹤0.01% 1459
2025
Q3 		$1.56M Buy
+35,201
New +$1.53M ﹤0.01% 1439
2023
Q4 		– Sell
-92,406
Closed -$3.15M – 2664
2023
Q3 		$3.15M Buy
92,406
+137
+0.1% +$4.72K 0.01% 844
2023
Q2 		$3.16M Sell
92,269
-2,191
-2% -$71.7K 0.01% 866
2023
Q1 		$3.02M Sell
94,460
-448
-0.5% -$14.1K 0.01% 810
2022
Q4 		$2.91M Buy
+94,908
New +$2.89M 0.01% 861

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return