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Simplicity Solutions’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-11,756
Closed -$379K – 662
2020
Q4 		$379K Buy
+11,756
New +$367K 0.01% 741

Other funds holding FSEP

CWS
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T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Simplicity Solutions's FSEP Position: Q1 2021 in Review

Simplicity Solutions sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q1 2021, closing a stake of 11,756 shares — an estimated $379K sold.

Simplicity Solutions first reported a position in FSEP in Q4 2020 and held it in 1 quarter. The position peaked at $379K in Q4 2020. 17 funds tracked by Wall St. Rank hold FSEP as of Q1 2021.

  • Simplicity Solutions reported no remaining FT Vest US Equity Buffer ETF September position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 11,756 FT Vest US Equity Buffer ETF September shares in Q1 2021, an estimated $379K.
  • Simplicity Solutions first reported a position in FT Vest US Equity Buffer ETF September in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's FT Vest US Equity Buffer ETF September position peaked at $379K in Q4 2020.
  • 17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.