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Park Square Financial Group’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-553
Closed -$26.5K – 516
2025
Q2 		$26.5K Hold
553
– – 0.02% 398
2025
Q1 		$24.6K Hold
553
– – 0.02% 385
2024
Q4 		$25.3K Buy
+553
New +$25.2K 0.02% 386

Other funds holding FSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Park Square Financial Group's FSEP Position: Q3 2025 in Review

Park Square Financial Group sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q3 2025, closing a stake of 553 shares — an estimated $26.5K sold.

Park Square Financial Group first reported a position in FSEP in Q4 2024 and held it in 3 quarters. The position peaked at $26.5K in Q2 2025. 138 funds tracked by Wall St. Rank hold FSEP as of Q3 2025.

  • Park Square Financial Group reported no remaining FT Vest US Equity Buffer ETF September position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 553 FT Vest US Equity Buffer ETF September shares in Q3 2025, an estimated $26.5K.
  • Park Square Financial Group first reported a position in FT Vest US Equity Buffer ETF September in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's FT Vest US Equity Buffer ETF September position peaked at $26.5K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.