Ritter Daniher Financial Advisory’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Ritter Daniher Financial Advisory’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	$349K	Sell	7,350 -75	-1%	-$3.49K	0.05%	125
2026 Q1	$326K	Hold	7,425	–	–	0.06%	125
2025 Q4	$333K	Sell	7,425 -75	-1%	-$3.34K	0.06%	127
2025 Q3	$332K	Buy	+7,500	New	+$325K	0.06%	120

Other funds holding DSEP

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return