The Wealth Group
DSEP icon

The Wealth Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

The Wealth Group’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
Q3 		$518K Sell
10,554
-400
-4% -$19.3K 0.1% 58
2026
Q2 		$520K Sell
10,954
-800
-7% -$37.2K 0.1% 58
2026
Q1 		$517K Sell
11,754
-236
-2% -$10.6K 0.12% 54
2025
Q4 		$538K Sell
11,990
-500
-4% -$22.2K 0.12% 52
2025
Q3 		$552K Hold
12,490
– – 0.13% 51
2025
Q2 		$530K Buy
12,490
+3,250
+35% +$131K 0.13% 48
2025
Q1 		$367K Buy
9,240
+200
+2% +$8.14K 0.11% 46
2024
Q4 		$367K Buy
9,040
+192
+2% +$7.77K 0.11% 43
2024
Q3 		$354K Sell
8,848
-29
-0.3% -$1.14K 0.1% 44
2024
Q2 		$347K Buy
8,877
+237
+3% +$9.11K 0.1% 42
2024
Q1 		$332K Hold
8,640
– – 0.1% 44
2023
Q4 		$322K Buy
+8,640
New +$302K 0.11% 43

Other funds holding DSEP

Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Hardworking Capital Advisors
Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

The Wealth Group's DSEP Position: Q3 2026 in Review

The Wealth Group reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 3.7% in Q3 2026, selling an estimated $19.3K and leaving 10,554 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #58.

The Wealth Group first reported a position in DSEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $552K in Q3 2025. 31 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

  • The Wealth Group held 10,554 shares of FT Vest US Equity Deep Buffer ETF September worth $518K as of Q3 2026.
  • The Wealth Group sold 400 FT Vest US Equity Deep Buffer ETF September shares in Q3 2026, an estimated $19.3K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.1% of The Wealth Group's portfolio in Q3 2026, its #58 holding.
  • The Wealth Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's FT Vest US Equity Deep Buffer ETF September position peaked at $552K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.