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TCFG Investment Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

TCFG Investment Advisors’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
Q2 		$279K Sell
5,878
-110
-2% -$5.12K 0.09% 221
2026
Q1 		$263K Buy
+5,988
New +$269K 0.1% 216

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

TCFG Investment Advisors's DSEP Position: Q2 2026 in Review

TCFG Investment Advisors reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 1.8% in Q2 2026, selling an estimated $5.12K and leaving 5,878 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #221.

TCFG Investment Advisors first reported a position in DSEP in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • TCFG Investment Advisors held 5,878 shares of FT Vest US Equity Deep Buffer ETF September worth $279K as of Q2 2026.
  • TCFG Investment Advisors sold 110 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $5.12K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.09% of TCFG Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • TCFG Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.