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Migdal Insurance & Financial Holdings’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Migdal Insurance & Financial Holdings’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
2025
Q3 		– Sell
-750
Closed -$36K – 353
2025
Q2 		$36K Sell
750
-3,700
-83% -$168K ﹤0.01% 284
2025
Q1 		$198K Buy
+4,450
New +$204K ﹤0.01% 221

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Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FSEP Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q3 2025, closing a stake of 750 shares — an estimated $36K sold.

Migdal Insurance & Financial Holdings first reported a position in FSEP in Q1 2025 and held it in 2 quarters. The position peaked at $198K in Q1 2025. 138 funds tracked by Wall St. Rank hold FSEP as of Q3 2025.

  • Migdal Insurance & Financial Holdings reported no remaining FT Vest US Equity Buffer ETF September position as of Q3 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 750 FT Vest US Equity Buffer ETF September shares in Q3 2025, an estimated $36K.
  • Migdal Insurance & Financial Holdings first reported a position in FT Vest US Equity Buffer ETF September in Q1 2025 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's FT Vest US Equity Buffer ETF September position peaked at $198K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.