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Synovus Financial’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Synovus Financial’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
2022
Q4 		– Sell
-7,529
Closed -$222K – 871
2022
Q3 		$222K Hold
7,529
– – ﹤0.01% 766
2022
Q2 		$228K Buy
+7,529
New +$236K ﹤0.01% 772

Other funds holding DSEP

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Synovus Financial's DSEP Position: Q4 2022 in Review

Synovus Financial sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q4 2022, closing a stake of 7,529 shares — an estimated $222K sold.

Synovus Financial first reported a position in DSEP in Q2 2022 and held it in 2 quarters. The position peaked at $228K in Q2 2022. 68 funds tracked by Wall St. Rank hold DSEP as of Q4 2022.

  • Synovus Financial reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q4 2022 after selling out during the quarter.
  • Synovus Financial sold 7,529 FT Vest US Equity Deep Buffer ETF September shares in Q4 2022, an estimated $222K.
  • Synovus Financial first reported a position in FT Vest US Equity Deep Buffer ETF September in Q2 2022 and held it in 2 quarters.
  • Synovus Financial's FT Vest US Equity Deep Buffer ETF September position peaked at $228K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q4 2022.

Based on Synovus Financial's 13F filing for Q4 2022, filed 6 Feb 2023.