Newport Wealth Strategies’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Newport Wealth Strategies’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
2021 Q3	$1.34M	Buy	+39,575	New	+$1.36M	0.81%	32

Other funds holding FSEP

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Newport Wealth Strategies's FSEP Position: Q3 2021 in Review

Newport Wealth Strategies opened a new position in FT Vest US Equity Buffer ETF September (FSEP) in Q3 2021: 39,575 shares worth $1.34M. The stake represents 0.81% of the portfolio and ranks #32 among its holdings.

31 funds tracked by Wall St. Rank hold FSEP as of Q3 2021.

Newport Wealth Strategies held 39,575 shares of FT Vest US Equity Buffer ETF September worth $1.34M as of Q3 2021.
FT Vest US Equity Buffer ETF September was a new Newport Wealth Strategies position in Q3 2021.
FT Vest US Equity Buffer ETF September made up 0.81% of Newport Wealth Strategies's portfolio in Q3 2021, its #32 holding.
31 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.