MFG
XSEP icon

Merit Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Merit Financial Group’s Portfolio XSEP Stock Details XSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,642
Closed -$236K – 2458
2026
Q1 		$236K Sell
5,642
-2,000
-26% -$84.8K ﹤0.01% 1809
2025
Q4 		$324K Hold
7,642
– – ﹤0.01% 1517
2025
Q3 		$318K Buy
+7,642
New +$315K ﹤0.01% 1415

Other funds holding XSEP

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's XSEP Position: Q2 2026 in Review

Merit Financial Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q2 2026, closing a stake of 5,642 shares — an estimated $236K sold.

Merit Financial Group first reported a position in XSEP in Q3 2025 and held it in 3 quarters. The position peaked at $324K in Q4 2025. 7 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

  • Merit Financial Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 5,642 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $236K.
  • Merit Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2025 and held it in 3 quarters.
  • Merit Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $324K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.