PWM
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PRW Wealth Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

PRW Wealth Management’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
2022
Q1 		– Sell
-6,336
Closed -$228K – 121
2021
Q4 		$228K Buy
+6,336
New +$223K 0.11% 94

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PRW Wealth Management's FSEP Position: Q1 2022 in Review

PRW Wealth Management sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q1 2022, closing a stake of 6,336 shares — an estimated $228K sold.

PRW Wealth Management first reported a position in FSEP in Q4 2021 and held it in 1 quarter. The position peaked at $228K in Q4 2021. 47 funds tracked by Wall St. Rank hold FSEP as of Q1 2022.

  • PRW Wealth Management reported no remaining FT Vest US Equity Buffer ETF September position as of Q1 2022 after selling out during the quarter.
  • PRW Wealth Management sold 6,336 FT Vest US Equity Buffer ETF September shares in Q1 2022, an estimated $228K.
  • PRW Wealth Management first reported a position in FT Vest US Equity Buffer ETF September in Q4 2021 and held it in 1 quarter.
  • PRW Wealth Management's FT Vest US Equity Buffer ETF September position peaked at $228K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q1 2022.

Based on PRW Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.