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Naviter Wealth’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Naviter Wealth’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
2023
Q3 		– Sell
-6,650
Closed -$231K – 220
2023
Q2 		$231K Buy
+6,650
New +$218K 0.06% 204

Other funds holding DSEP

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Naviter Wealth's DSEP Position: Q3 2023 in Review

Naviter Wealth sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q3 2023, closing a stake of 6,650 shares — an estimated $231K sold.

Naviter Wealth first reported a position in DSEP in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 57 funds tracked by Wall St. Rank hold DSEP as of Q3 2023.

  • Naviter Wealth reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q3 2023 after selling out during the quarter.
  • Naviter Wealth sold 6,650 FT Vest US Equity Deep Buffer ETF September shares in Q3 2023, an estimated $231K.
  • Naviter Wealth first reported a position in FT Vest US Equity Deep Buffer ETF September in Q2 2023 and held it in 1 quarter.
  • Naviter Wealth's FT Vest US Equity Deep Buffer ETF September position peaked at $231K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.