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Legacy Solutions LLC’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Legacy Solutions LLC’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 		$1.18M Hold
20,674
– – 0.9% 24
2026
Q2 		$1.14M Sell
20,674
-2,414
-10% -$130K 0.92% 24
2026
Q1 		$1.16M Hold
23,088
– – 1.08% 21
2025
Q4 		$1.19M Buy
23,088
+2,414
+12% +$123K 1.05% 19
2025
Q3 		$1.04M Buy
20,674
+731
+4% +$36.1K 0.94% 22
2025
Q2 		$957K Hold
19,943
– – 0.92% 23
2025
Q1 		$888K Hold
19,943
– – 0.98% 19
2024
Q4 		$911K Buy
+19,943
New +$910K 0.99% 19

Other funds holding FSEP

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Legacy Solutions LLC's FSEP Position: Q3 2026 in Review

Legacy Solutions LLC held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q3 2026 at 20,674 shares worth $1.18M. The position accounts for 0.9% of the portfolio, ranked #24.

Legacy Solutions LLC first reported a position in FSEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2025. 5 funds tracked by Wall St. Rank hold FSEP as of Q3 2026.

  • Legacy Solutions LLC held 20,674 shares of FT Vest US Equity Buffer ETF September worth $1.18M as of Q3 2026.
  • Legacy Solutions LLC left its FT Vest US Equity Buffer ETF September share count unchanged in Q3 2026.
  • FT Vest US Equity Buffer ETF September made up 0.9% of Legacy Solutions LLC's portfolio in Q3 2026, its #24 holding.
  • Legacy Solutions LLC first reported a position in FT Vest US Equity Buffer ETF September in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's FT Vest US Equity Buffer ETF September position peaked at $1.19M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.