MWM
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Maltin Wealth Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Maltin Wealth Management’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
2023
Q2 		– Sell
-79,240
Closed -$2.8M – 109
2023
Q1 		$2.8M Buy
+79,240
New +$2.74M 2.02% 11

Other funds holding FSEP

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Maltin Wealth Management's FSEP Position: Q2 2023 in Review

Maltin Wealth Management sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2023, closing a stake of 79,240 shares — an estimated $2.8M sold.

Maltin Wealth Management first reported a position in FSEP in Q1 2023 and held it in 1 quarter. The position peaked at $2.8M in Q1 2023. 76 funds tracked by Wall St. Rank hold FSEP as of Q2 2023.

  • Maltin Wealth Management reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Maltin Wealth Management sold 79,240 FT Vest US Equity Buffer ETF September shares in Q2 2023, an estimated $2.8M.
  • Maltin Wealth Management first reported a position in FT Vest US Equity Buffer ETF September in Q1 2023 and held it in 1 quarter.
  • Maltin Wealth Management's FT Vest US Equity Buffer ETF September position peaked at $2.8M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2023.

Based on Maltin Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.