MML Investors Services
DSEP icon

MML Investors Services’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

MML Investors Services’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4M Sell
91,025
-22,197
-20% -$996K 0.01% 932
2025
Q4 		$5.08M Buy
113,222
+104,792
+1,243% +$4.66M 0.01% 853
2025
Q3 		$373K Buy
8,430
+41
+0.5% +$1.78K ﹤0.01% 2368
2025
Q2 		$356K Sell
8,389
-8,454
-50% -$341K ﹤0.01% 2312
2025
Q1 		$668K Buy
16,843
+995
+6% +$40.5K ﹤0.01% 1822
2024
Q4 		$643K Sell
15,848
-3,639
-19% -$147K ﹤0.01% 1784
2024
Q3 		$780K Buy
19,487
+13,782
+242% +$544K ﹤0.01% 1596
2024
Q2 		$223K Hold
5,705
– – ﹤0.01% 2285
2024
Q1 		$218K Sell
5,705
-3,323
-37% -$124K ﹤0.01% 2312
2023
Q4 		$329K Buy
9,028
+1,369
+18% +$47.9K ﹤0.01% 1995
2023
Q3 		$261K Sell
7,659
-99,300
-93% -$3.42M ﹤0.01% 2010
2023
Q2 		$3.66M Buy
106,959
+8,027
+8% +$263K 0.02% 652
2023
Q1 		$3.17M Sell
98,932
-18,268
-16% -$574K 0.02% 608
2022
Q4 		$3.59M Buy
117,200
+7,001
+6% +$213K 0.02% 610
2022
Q3 		$3.23M Buy
+110,199
New +$3.37M 0.02% 578

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 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