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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
Q1 		$232K Hold
4,607
– – 0.01% 989
2025
Q4 		$238K Buy
+4,607
New +$235K 0.01% 876

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WAP
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Savvy Advisors Inc's FSEP Position: Q1 2026 in Review

Savvy Advisors Inc held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q1 2026 at 4,607 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #989.

Savvy Advisors Inc first reported a position in FSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 152 funds tracked by Wall St. Rank hold FSEP as of Q1 2026.

  • Savvy Advisors Inc held 4,607 shares of FT Vest US Equity Buffer ETF September worth $232K as of Q1 2026.
  • Savvy Advisors Inc left its FT Vest US Equity Buffer ETF September share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF September made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #989 holding.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's FT Vest US Equity Buffer ETF September position peaked at $238K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.