LM Advisors
FSEP icon

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

LM Advisors’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
Q2 		$805K Hold
14,622
– – 0.09% 122
2026
Q1 		$736K Buy
14,622
+300
+2% +$15.5K 0.1% 116
2025
Q4 		$738K Buy
14,322
+4,322
+43% +$220K 0.1% 113
2025
Q3 		$505K Buy
10,000
+1,000
+11% +$49.3K 0.07% 134
2025
Q2 		$432K Buy
+9,000
New +$408K 0.06% 134

Other funds holding FSEP

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LM Advisors's FSEP Position: Q2 2026 in Review

LM Advisors held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q2 2026 at 14,622 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #122.

LM Advisors first reported a position in FSEP in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • LM Advisors held 14,622 shares of FT Vest US Equity Buffer ETF September worth $805K as of Q2 2026.
  • LM Advisors left its FT Vest US Equity Buffer ETF September share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF September made up 0.09% of LM Advisors's portfolio in Q2 2026, its #122 holding.
  • LM Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.