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Legacy Capital Wealth Partners’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		$349K Hold
7,366
– – 0.07% 271
2026
Q1 		$324K Sell
7,366
-334
-4% -$15K 0.07% 280
2025
Q4 		$346K Hold
7,700
– – 0.07% 273
2025
Q3 		$340K Buy
+7,700
New +$334K 0.07% 291

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Legacy Capital Wealth Partners's DSEP Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 7,366 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #271.

Legacy Capital Wealth Partners first reported a position in DSEP in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • Legacy Capital Wealth Partners held 7,366 shares of FT Vest US Equity Deep Buffer ETF September worth $349K as of Q2 2026.
  • Legacy Capital Wealth Partners left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF September made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Legacy Capital Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.