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Patriot Financial Group Insurance Agency’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q2 		– Sell
-1,891
Closed -$63K – 2105
2021
Q1 		$63K Buy
+1,891
New +$61.6K 0.01% 694

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Patriot Financial Group Insurance Agency's FSEP Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2021, closing a stake of 1,891 shares — an estimated $63K sold.

Patriot Financial Group Insurance Agency first reported a position in FSEP in Q1 2021 and held it in 1 quarter. The position peaked at $63K in Q1 2021. 16 funds tracked by Wall St. Rank hold FSEP as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,891 FT Vest US Equity Buffer ETF September shares in Q2 2021, an estimated $63K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Buffer ETF September in Q1 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Buffer ETF September position peaked at $63K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.