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OneDigital Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-13,124
Closed -$504K – 1533
2024
Q3 		$504K Hold
13,124
– – 0.01% 937
2024
Q2 		$495K Buy
+13,124
New +$489K 0.01% 906

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MFA
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BCM
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CB
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GVAG
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OneDigital Investment Advisors's XSEP Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q4 2024, closing a stake of 13,124 shares — an estimated $504K sold.

OneDigital Investment Advisors first reported a position in XSEP in Q2 2024 and held it in 2 quarters. The position peaked at $504K in Q3 2024. 61 funds tracked by Wall St. Rank hold XSEP as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 13,124 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q4 2024, an estimated $504K.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $504K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.