United Capital Financial Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

United Capital Financial Advisors’s Portfolio FSEP Stock Details FSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$488K	Sell	8,864 -4,421	-33%	-$238K	﹤0.01%	1134
2026 Q1	$668K	Buy	13,285 +1,106	+9%	+$57K	﹤0.01%	931
2025 Q4	$628K	Buy	12,179 +100	+0.8%	+$5.1K	﹤0.01%	888
2025 Q3	$610K	Buy	12,079 +2,000	+20%	+$98.7K	﹤0.01%	800
2025 Q2	$484K	Hold	10,079	–	–	﹤0.01%	792
2025 Q1	$449K	Buy	10,079 +440	+5%	+$20.2K	﹤0.01%	779
2024 Q4	$441K	Buy	+9,639	New	+$440K	﹤0.01%	768

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

United Capital Financial Advisors's FSEP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 33% in Q2 2026, selling an estimated $238K and leaving 8,864 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

United Capital Financial Advisors first reported a position in FSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $668K in Q1 2026. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

United Capital Financial Advisors held 8,864 shares of FT Vest US Equity Buffer ETF September worth $488K as of Q2 2026.
United Capital Financial Advisors sold 4,421 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $238K.
FT Vest US Equity Buffer ETF September made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1134 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
United Capital Financial Advisors's FT Vest US Equity Buffer ETF September position peaked at $668K in Q1 2026.
151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.