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Semus Wealth Partners’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Semus Wealth Partners’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
2025
Q3 		– Sell
-9,070
Closed -$435K – 121
2025
Q2 		$435K Hold
9,070
– – 0.28% 65
2025
Q1 		$404K Hold
9,070
– – 0.28% 63
2024
Q4 		$414K Sell
9,070
-219
-2% -$9.99K 0.27% 66
2024
Q3 		$417K Buy
+9,289
New +$410K 0.29% 67

Other funds holding FSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Semus Wealth Partners's FSEP Position: Q3 2025 in Review

Semus Wealth Partners sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q3 2025, closing a stake of 9,070 shares — an estimated $435K sold.

Semus Wealth Partners first reported a position in FSEP in Q3 2024 and held it in 4 quarters. The position peaked at $435K in Q2 2025. 138 funds tracked by Wall St. Rank hold FSEP as of Q3 2025.

  • Semus Wealth Partners reported no remaining FT Vest US Equity Buffer ETF September position as of Q3 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 9,070 FT Vest US Equity Buffer ETF September shares in Q3 2025, an estimated $435K.
  • Semus Wealth Partners first reported a position in FT Vest US Equity Buffer ETF September in Q3 2024 and held it in 4 quarters.
  • Semus Wealth Partners's FT Vest US Equity Buffer ETF September position peaked at $435K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q3 2025.

Based on Semus Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.