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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.78M Sell
2025
Q2
$1.7M Buy
2025
Q1
$1.48M Buy
2024
Q4
$1.02M Hold
2024
Q3
$1M Buy
2024
Q2
$974K Sell
2024
Q1
$1.04M Sell
2023
Q4
$994K Hold
2023
Q3
$916K Buy
2023
Q2
$376K Hold
2023
Q1
$350K Hold
2022
Q4
$332K Hold
2022
Q3
$313K Buy