WealthGarden F.S.’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

WealthGarden F.S.’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	$293K	Sell	5,326 -10,830	-67%	-$583K	0.17%	141
2026 Q1	$813K	Hold	16,156	–	–	0.56%	62
2025 Q4	$842K	Hold	16,156	–	–	0.55%	58
2025 Q3	$820K	Buy	+16,156	New	+$797K	0.58%	51

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

WealthGarden F.S.'s FSEP Position: Q2 2026 in Review

WealthGarden F.S. reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 67% in Q2 2026, selling an estimated $583K and leaving 5,326 shares worth $293K. The position accounts for 0.17% of the portfolio, ranked #141.

WealthGarden F.S. first reported a position in FSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $842K in Q4 2025. 150 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

WealthGarden F.S. held 5,326 shares of FT Vest US Equity Buffer ETF September worth $293K as of Q2 2026.
WealthGarden F.S. sold 10,830 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $583K.
FT Vest US Equity Buffer ETF September made up 0.17% of WealthGarden F.S.'s portfolio in Q2 2026, its #141 holding.
WealthGarden F.S. first reported a position in FT Vest US Equity Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
WealthGarden F.S.'s FT Vest US Equity Buffer ETF September position peaked at $842K in Q4 2025.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.