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Steward Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$118K Sell
2,681
-25
-0.9% -$1.12K ﹤0.01% 2288
2025
Q4 		$122K Hold
2,706
– – ﹤0.01% 2186
2025
Q3 		$120K Buy
2,706
+2,381
+733% +$103K ﹤0.01% 2121
2025
Q2 		$13.8K Sell
325
-150
-32% -$6.05K ﹤0.01% 3061
2025
Q1 		$18.8K Sell
475
-450
-49% -$18.3K ﹤0.01% 2833
2024
Q4 		$37.5K Hold
925
– – ﹤0.01% 2491
2024
Q3 		$37K Buy
+925
New +$36.5K ﹤0.01% 2384

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's DSEP Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.92% in Q1 2026, selling an estimated $1.12K and leaving 2,681 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Steward Partners Investment Advisory first reported a position in DSEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $122K in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Steward Partners Investment Advisory held 2,681 shares of FT Vest US Equity Deep Buffer ETF September worth $118K as of Q1 2026.
  • Steward Partners Investment Advisory sold 25 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $1.12K.
  • FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2288 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF September position peaked at $122K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.