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Money Concepts Capital’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Money Concepts Capital’s Portfolio QSPT Stock Details QSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-167
Closed -$2.78K – 2325
2022
Q4 		$2.78K Buy
+167
New +$2.85K ﹤0.01% 2583

Other funds holding QSPT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Money Concepts Capital's QSPT Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q1 2023, closing a stake of 167 shares — an estimated $2.78K sold.

Money Concepts Capital first reported a position in QSPT in Q4 2022 and held it in 1 quarter. The position peaked at $2.78K in Q4 2022. 42 funds tracked by Wall St. Rank hold QSPT as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 167 FT Vest Nasdaq-100 Buffer ETF September shares in Q1 2023, an estimated $2.78K.
  • Money Concepts Capital first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's FT Vest Nasdaq-100 Buffer ETF September position peaked at $2.78K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.