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

Secured Retirement 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 Q1	–	Sell	-7,316	Closed	-$263K	–	121
2023 Q4	$263K	Buy	+7,316	New	+$254K	0.25%	91

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Secured Retirement Advisors's XSEP Position: Q1 2024 in Review

Secured Retirement Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q1 2024, closing a stake of 7,316 shares — an estimated $263K sold.

Secured Retirement Advisors first reported a position in XSEP in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 57 funds tracked by Wall St. Rank hold XSEP as of Q1 2024.

Secured Retirement Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q1 2024 after selling out during the quarter.
Secured Retirement Advisors sold 7,316 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q1 2024, an estimated $263K.
Secured Retirement Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2023 and held it in 1 quarter.
Secured Retirement Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $263K in Q4 2023.
57 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2024.

Based on Secured Retirement Advisors's 13F filing for Q1 2024, filed 13 May 2024.