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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$651K Sell
14,814
-1,757
-11% -$78.9K 0.13% 117
2025
Q4
$744K Hold
16,571
0.16% 119
2025
Q3
$732K Buy
+16,571
New +$719K 0.16% 118

Other funds holding DSEP

Precedent Wealth Partners's DSEP Position: Q1 2026 in Review

Precedent Wealth Partners reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 11% in Q1 2026, selling an estimated $78.9K and leaving 14,814 shares worth $651K. The position accounts for 0.13% of the portfolio, ranked #117.

Precedent Wealth Partners first reported a position in DSEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $744K in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Precedent Wealth Partners held 14,814 shares of FT Vest US Equity Deep Buffer ETF September worth $651K as of Q1 2026.
  • Precedent Wealth Partners sold 1,757 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $78.9K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.13% of Precedent Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Precedent Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2025 and has held it in 3 quarters since.
  • Precedent Wealth Partners's FT Vest US Equity Deep Buffer ETF September position peaked at $744K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.