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ORG Partners’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

ORG Partners’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
2025
Q4 		$941K Buy
29,700
+4,182
+16% +$131K 0.17% 129
2025
Q3 		$799K Buy
25,518
+14,557
+133% +$442K 0.15% 137
2025
Q2 		$323K Hold
10,961
– – 0.07% 236
2025
Q1 		$292K Buy
+10,961
New +$303K 0.07% 211

Other funds holding QSPT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ORG Partners's QSPT Position: Q4 2025 in Review

ORG Partners increased its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 16% in Q4 2025, buying an estimated $131K and bringing the position to 29,700 shares worth $941K. The position accounts for 0.17% of the portfolio, ranked #129.

ORG Partners first reported a position in QSPT in Q1 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold QSPT as of Q4 2025.

  • ORG Partners held 29,700 shares of FT Vest Nasdaq-100 Buffer ETF September worth $941K as of Q4 2025.
  • ORG Partners bought 4,182 FT Vest Nasdaq-100 Buffer ETF September shares in Q4 2025, an estimated $131K.
  • FT Vest Nasdaq-100 Buffer ETF September made up 0.17% of ORG Partners's portfolio in Q4 2025, its #129 holding.
  • ORG Partners first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q1 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.