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Lunt Capital Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Lunt Capital Management’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
2025
Q4 		– Sell
-15,046
Closed -$665K – 100
2025
Q3 		$665K Hold
15,046
– – 0.25% 60
2025
Q2 		$638K Hold
15,046
– – 0.24% 58
2025
Q1 		$597K Hold
15,046
– – 0.22% 56
2024
Q4 		$610K Hold
15,046
– – 0.24% 54
2024
Q3 		$603K Buy
+15,046
New +$594K 0.28% 57

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Lunt Capital Management's DSEP Position: Q4 2025 in Review

Lunt Capital Management sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q4 2025, closing a stake of 15,046 shares — an estimated $665K sold.

Lunt Capital Management first reported a position in DSEP in Q3 2024 and held it in 5 quarters. The position peaked at $665K in Q3 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q4 2025.

  • Lunt Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • Lunt Capital Management sold 15,046 FT Vest US Equity Deep Buffer ETF September shares in Q4 2025, an estimated $665K.
  • Lunt Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2024 and held it in 5 quarters.
  • Lunt Capital Management's FT Vest US Equity Deep Buffer ETF September position peaked at $665K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q4 2025.

Based on Lunt Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.