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Sage Capital Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Sage Capital Advisors’s Portfolio XSEP Stock Details XSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,049
Closed -$568K – 152
2024
Q2 		$568K Buy
+15,049
New +$561K 0.16% 82

Other funds holding XSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sage Capital Advisors's XSEP Position: Q3 2024 in Review

Sage Capital Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q3 2024, closing a stake of 15,049 shares — an estimated $568K sold.

Sage Capital Advisors first reported a position in XSEP in Q2 2024 and held it in 1 quarter. The position peaked at $568K in Q2 2024. 61 funds tracked by Wall St. Rank hold XSEP as of Q3 2024.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q3 2024 after selling out during the quarter.
  • Sage Capital Advisors sold 15,049 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q3 2024, an estimated $568K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q2 2024 and held it in 1 quarter.
  • Sage Capital Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $568K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q3 2024.

Based on Sage Capital Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.