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

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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

Ritter Daniher Financial Advisory's DSEP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 1% in Q2 2026, selling an estimated $3.49K and leaving 7,350 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #125.

Ritter Daniher Financial Advisory first reported a position in DSEP in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Ritter Daniher Financial Advisory held 7,350 shares of FT Vest US Equity Deep Buffer ETF September worth $349K as of Q2 2026.
Ritter Daniher Financial Advisory sold 75 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $3.49K.
FT Vest US Equity Deep Buffer ETF September made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #125 holding.
Ritter Daniher Financial Advisory first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.