Topsail Wealth Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Topsail Wealth Management’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	$80.5K	Sell	1,647 -1	-0.1%	-$48	0.01%	208
2026 Q2	$78.2K	Hold	1,648	–	–	0.01%	205
2026 Q1	$72.4K	Sell	1,648 -2	-0.1%	-$90	0.01%	207
2025 Q4	$74.1K	Hold	1,650	–	–	0.01%	192
2025 Q3	$72.9K	Hold	1,650	–	–	0.01%	187
2025 Q2	$70K	Sell	1,650 -1	-0.1%	-$40	0.01%	177
2025 Q1	$65.5K	Sell	1,651 -127	-7%	-$5.17K	0.01%	170
2024 Q4	$72.1K	Buy	+1,778	New	+$72K	0.02%	151

Other funds holding DSEP

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Topsail Wealth Management's DSEP Position: Q3 2026 in Review

Topsail Wealth Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.06% in Q3 2026, selling an estimated $48 and leaving 1,647 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #208.

Topsail Wealth Management first reported a position in DSEP in Q4 2024 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

Topsail Wealth Management held 1,647 shares of FT Vest US Equity Deep Buffer ETF September worth $80.5K as of Q3 2026.
Topsail Wealth Management sold 1 FT Vest US Equity Deep Buffer ETF September share in Q3 2026, an estimated $48.
FT Vest US Equity Deep Buffer ETF September made up 0.01% of Topsail Wealth Management's portfolio in Q3 2026, its #208 holding.
Topsail Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 8 quarters since.
99 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on Topsail Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.