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Savvy Advisors Inc’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Savvy Advisors Inc’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
2026
Q2 		$240K Sell
4,357
-250
-5% -$13.5K 0.01% 1095
2026
Q1 		$232K Hold
4,607
– – 0.01% 989
2025
Q4 		$238K Buy
+4,607
New +$235K 0.01% 876

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Raymond James Financial
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RFG
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KAS
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Savvy Advisors Inc's FSEP Position: Q2 2026 in Review

Savvy Advisors Inc reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 5.4% in Q2 2026, selling an estimated $13.5K and leaving 4,357 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #1095.

Savvy Advisors Inc first reported a position in FSEP in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Savvy Advisors Inc held 4,357 shares of FT Vest US Equity Buffer ETF September worth $240K as of Q2 2026.
  • Savvy Advisors Inc sold 250 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $13.5K.
  • FT Vest US Equity Buffer ETF September made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1095 holding.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.