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Larson Financial Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Larson Financial Group’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
2023
Q4 		– Sell
-7,731
Closed -$263K – 1827
2023
Q3 		$263K Buy
+7,731
New +$267K 0.03% 276

Other funds holding DSEP

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Larson Financial Group's DSEP Position: Q4 2023 in Review

Larson Financial Group sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q4 2023, closing a stake of 7,731 shares — an estimated $263K sold.

Larson Financial Group first reported a position in DSEP in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 65 funds tracked by Wall St. Rank hold DSEP as of Q4 2023.

  • Larson Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 7,731 FT Vest US Equity Deep Buffer ETF September shares in Q4 2023, an estimated $263K.
  • Larson Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • Larson Financial Group's FT Vest US Equity Deep Buffer ETF September position peaked at $263K in Q3 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.