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Merit Financial Group’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Merit Financial Group’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,261
Closed -$215K – 2209
2025
Q4 		$215K Sell
8,261
-289
-3% -$7.41K ﹤0.01% 1779
2025
Q3 		$218K Buy
+8,550
New +$212K ﹤0.01% 1623

Other funds holding YSEP

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Merit Financial Group's YSEP Position: Q1 2026 in Review

Merit Financial Group sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q1 2026, closing a stake of 8,261 shares — an estimated $215K sold.

Merit Financial Group first reported a position in YSEP in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

  • Merit Financial Group reported no remaining FT Vest International Equity Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 8,261 FT Vest International Equity Buffer ETF September shares in Q1 2026, an estimated $215K.
  • Merit Financial Group first reported a position in FT Vest International Equity Buffer ETF September in Q3 2025 and held it in 2 quarters.
  • Merit Financial Group's FT Vest International Equity Buffer ETF September position peaked at $218K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.