Sigma Planning Corp’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Sigma Planning Corp’s Portfolio DSEP Stock Details DSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,189	Closed	-$230K	–	1248
2023 Q1	$230K	Sell	7,189 -700	-9%	-$22K	0.01%	1113
2022 Q4	$242K	Hold	7,889	–	–	0.01%	1058
2022 Q3	$232K	Sell	7,889 -229	-3%	-$7K	0.01%	1054
2022 Q2	$246K	Sell	8,118 -591	-7%	-$18.5K	0.01%	1075
2022 Q1	$285K	Buy	8,709 +250	+3%	+$8.11K	0.01%	1079
2021 Q4	$280K	Hold	8,459	–	–	0.01%	1118
2021 Q3	$271K	Buy	+8,459	New	+$273K	0.01%	1110

Other funds holding DSEP

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sigma Planning Corp's DSEP Position: Q2 2023 in Review

Sigma Planning Corp sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2023, closing a stake of 7,189 shares — an estimated $230K sold.

Sigma Planning Corp first reported a position in DSEP in Q3 2021 and held it in 7 quarters. The position peaked at $285K in Q1 2022. 60 funds tracked by Wall St. Rank hold DSEP as of Q2 2023.

Sigma Planning Corp reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 7,189 FT Vest US Equity Deep Buffer ETF September shares in Q2 2023, an estimated $230K.
Sigma Planning Corp first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2021 and held it in 7 quarters.
Sigma Planning Corp's FT Vest US Equity Deep Buffer ETF September position peaked at $285K in Q1 2022.
60 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.