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WealthPLAN Partners’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

WealthPLAN Partners’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
2024
Q4 		– Sell
-107,828
Closed -$4.85M – 249
2024
Q3 		$4.85M Buy
+107,828
New +$4.76M 0.65% 45

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KAS
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RFG
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CW
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AA
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WealthPLAN Partners's FSEP Position: Q4 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q4 2024, closing a stake of 107,828 shares — an estimated $4.85M sold.

WealthPLAN Partners first reported a position in FSEP in Q3 2024 and held it in 1 quarter. The position peaked at $4.85M in Q3 2024. 132 funds tracked by Wall St. Rank hold FSEP as of Q4 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 107,828 FT Vest US Equity Buffer ETF September shares in Q4 2024, an estimated $4.85M.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Buffer ETF September position peaked at $4.85M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.