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 Q1	$14.6K	Sell	736 -2	-0.3%	-$103	0.23%	78
2025 Q4	$14.3K	Sell	738 -9,262	-93%	-$472K	0.26%	76
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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LM Advisors's FSEP Position: Q1 2026 in Review

LM Advisors reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 0.27% in Q1 2026, selling an estimated $103 and leaving 736 shares worth $14.6K. The position accounts for 0.23% of the portfolio, ranked #78.

LM Advisors first reported a position in FSEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $505K in Q3 2025. 152 funds tracked by Wall St. Rank hold FSEP as of Q1 2026.

LM Advisors held 736 shares of FT Vest US Equity Buffer ETF September worth $14.6K as of Q1 2026.
LM Advisors sold 2 FT Vest US Equity Buffer ETF September shares in Q1 2026, an estimated $103.
FT Vest US Equity Buffer ETF September made up 0.23% of LM Advisors's portfolio in Q1 2026, its #78 holding.
LM Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q2 2025 and has held it in 4 quarters since.
LM Advisors's FT Vest US Equity Buffer ETF September position peaked at $505K in Q3 2025.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.