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Sunbelt Securities’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Sunbelt Securities’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 		$103K Sell
2,347
-2,511
-52% -$113K 0.01% 828
2025
Q4 		$218K Sell
4,858
-619
-11% -$27.5K 0.01% 616
2025
Q3 		$242K Sell
5,477
-566
-9% -$24.5K 0.02% 589
2025
Q2 		$245K Buy
6,043
+466
+8% +$18.8K 0.02% 539
2025
Q1 		$221K Sell
5,577
-466
-8% -$19K 0.02% 539
2024
Q4 		$246K Hold
6,043
– – 0.02% 538
2024
Q3 		$242K Buy
6,043
+2,611
+76% +$103K 0.02% 544
2024
Q2 		$134K Sell
3,432
-250
-7% -$9.61K 0.01% 663
2024
Q1 		$141K Sell
3,682
-6,220
-63% -$232K 0.02% 638
2023
Q4 		$361K Hold
9,902
– – 0.05% 373
2023
Q3 		$337K Hold
9,902
– – 0.05% 373
2023
Q2 		$339K Hold
9,902
– – 0.05% 358
2023
Q1 		$314K Sell
9,902
-200
-2% -$6.28K 0.05% 343
2022
Q4 		$310K Hold
10,102
– – 0.06% 343
2022
Q3 		$297K Hold
10,102
– – 0.06% 330
2022
Q2 		$306K Hold
10,102
– – 0.06% 332
2022
Q1 		$332K Hold
10,102
– – 0.06% 338
2021
Q4 		$330K Buy
+10,102
New +$331K 0.05% 352

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

Sunbelt Securities's DSEP Position: Q1 2026 in Review

Sunbelt Securities reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 52% in Q1 2026, selling an estimated $113K and leaving 2,347 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #828.

Sunbelt Securities first reported a position in DSEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $361K in Q4 2023. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Sunbelt Securities held 2,347 shares of FT Vest US Equity Deep Buffer ETF September worth $103K as of Q1 2026.
  • Sunbelt Securities sold 2,511 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $113K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #828 holding.
  • Sunbelt Securities first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2021 and has held it in 18 quarters since.
  • Sunbelt Securities's FT Vest US Equity Deep Buffer ETF September position peaked at $361K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.