Northwestern Mutual Wealth Management
XSEP icon

Northwestern Mutual Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XSEP Stock Details XSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,300
Closed -$44.1K – 3702
2023
Q3 		$44.1K Buy
+1,300
New +$44.4K ﹤0.01% 2013

Other funds holding XSEP

Commonwealth Equity Services
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Osaic Holdings
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's XSEP Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q4 2023, closing a stake of 1,300 shares — an estimated $44.1K sold.

Northwestern Mutual Wealth Management first reported a position in XSEP in Q3 2023 and held it in 1 quarter. The position peaked at $44.1K in Q3 2023. 55 funds tracked by Wall St. Rank hold XSEP as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,300 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q4 2023, an estimated $44.1K.
  • Northwestern Mutual Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $44.1K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.