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MBL Wealth’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

MBL Wealth’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 		$280K Buy
5,076
+150
+3% +$8.07K 0.02% 298
2026
Q1 		$248K Buy
+4,926
New +$254K 0.02% 286

Other funds holding FSEP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 22.96% 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
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth's FSEP Position: Q2 2026 in Review

MBL Wealth increased its FT Vest US Equity Buffer ETF September (FSEP) stake by 3% in Q2 2026, buying an estimated $8.07K and bringing the position to 5,076 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #298.

MBL Wealth first reported a position in FSEP in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • MBL Wealth held 5,076 shares of FT Vest US Equity Buffer ETF September worth $280K as of Q2 2026.
  • MBL Wealth bought 150 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $8.07K.
  • FT Vest US Equity Buffer ETF September made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #298 holding.
  • MBL Wealth first reported a position in FT Vest US Equity Buffer ETF September in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.