Signature Estate & Investment Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Signature Estate & Investment Advisors’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	–	Sell	-5,830	Closed	-$293K	–	687
2026 Q1	$293K	Hold	5,830	–	–	0.01%	538
2025 Q4	$301K	Hold	5,830	–	–	0.01%	501
2025 Q3	$295K	Hold	5,830	–	–	0.01%	496
2025 Q2	$280K	Hold	5,830	–	–	0.01%	481
2025 Q1	$260K	Hold	5,830	–	–	0.01%	470
2024 Q4	$266K	Hold	5,830	–	–	0.01%	440
2024 Q3	$262K	Sell	5,830 -6	-0.1%	-$265	0.01%	430
2024 Q2	$255K	Buy	+5,836	New	+$250K	0.01%	427

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Signature Estate & Investment Advisors's FSEP Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2026, closing a stake of 5,830 shares — an estimated $293K sold.

Signature Estate & Investment Advisors first reported a position in FSEP in Q2 2024 and held it in 8 quarters. The position peaked at $301K in Q4 2025. 91 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 5,830 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $293K.
Signature Estate & Investment Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q2 2024 and held it in 8 quarters.
Signature Estate & Investment Advisors's FT Vest US Equity Buffer ETF September position peaked at $301K in Q4 2025.
91 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.