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Sage Capital Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Sage Capital Advisors’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
2023
Q4 		– Sell
-7,397
Closed -$274K – 133
2023
Q3 		$274K Buy
+7,397
New +$282K 0.1% 108

Other funds holding FSEP

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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sage Capital Advisors's FSEP Position: Q4 2023 in Review

Sage Capital Advisors sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q4 2023, closing a stake of 7,397 shares — an estimated $274K sold.

Sage Capital Advisors first reported a position in FSEP in Q3 2023 and held it in 1 quarter. The position peaked at $274K in Q3 2023. 97 funds tracked by Wall St. Rank hold FSEP as of Q4 2023.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • Sage Capital Advisors sold 7,397 FT Vest US Equity Buffer ETF September shares in Q4 2023, an estimated $274K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • Sage Capital Advisors's FT Vest US Equity Buffer ETF September position peaked at $274K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q4 2023.

Based on Sage Capital Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.