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WealthSource Partners’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

WealthSource Partners’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
2022
Q2 		– Sell
-28,858
Closed -$945K – 534
2022
Q1 		$945K Hold
28,858
– – 0.06% 227
2021
Q4 		$956K Buy
+28,858
New +$945K 0.08% 192

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CFGS
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Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
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WealthSource Partners's DSEP Position: Q2 2022 in Review

WealthSource Partners sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2022, closing a stake of 28,858 shares — an estimated $945K sold.

WealthSource Partners first reported a position in DSEP in Q4 2021 and held it in 2 quarters. The position peaked at $956K in Q4 2021. 39 funds tracked by Wall St. Rank hold DSEP as of Q2 2022.

  • WealthSource Partners reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 28,858 FT Vest US Equity Deep Buffer ETF September shares in Q2 2022, an estimated $945K.
  • WealthSource Partners first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2021 and held it in 2 quarters.
  • WealthSource Partners's FT Vest US Equity Deep Buffer ETF September position peaked at $956K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.