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DSEP icon

&Partners’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

&Partners’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586K Sell
12,356
-2,681
-18% -$125K ﹤0.01% 1743
2026
Q1 		$661K Buy
15,037
+500
+3% +$22.4K ﹤0.01% 1542
2025
Q4 		$653K Buy
+14,537
New +$647K ﹤0.01% 1472

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

&Partners's DSEP Position: Q2 2026 in Review

&Partners reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 18% in Q2 2026, selling an estimated $125K and leaving 12,356 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

&Partners first reported a position in DSEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $661K in Q1 2026. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • &Partners held 12,356 shares of FT Vest US Equity Deep Buffer ETF September worth $586K as of Q2 2026.
  • &Partners sold 2,681 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $125K.
  • FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1743 holding.
  • &Partners first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • &Partners's FT Vest US Equity Deep Buffer ETF September position peaked at $661K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.