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LM Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

LM Advisors’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
2024
Q1 		– Sell
-1,630
Closed -$59.4K – 346
2023
Q4 		$59.4K Buy
+1,630
New +$57K 0.01% 307

Other funds holding DSEP

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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LM Advisors's DSEP Position: Q1 2024 in Review

LM Advisors sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2024, closing a stake of 1,630 shares — an estimated $59.4K sold.

LM Advisors first reported a position in DSEP in Q4 2023 and held it in 1 quarter. The position peaked at $59.4K in Q4 2023. 70 funds tracked by Wall St. Rank hold DSEP as of Q1 2024.

  • LM Advisors reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 1,630 FT Vest US Equity Deep Buffer ETF September shares in Q1 2024, an estimated $59.4K.
  • LM Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2023 and held it in 1 quarter.
  • LM Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $59.4K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.