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World Equity Group’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

World Equity Group’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 		– Sell
-11,215
Closed -$564K – 408
2026
Q1 		$564K Sell
11,215
-1,418
-11% -$73.1K 0.15% 177
2025
Q4 		$651K Sell
12,633
-893
-7% -$45.5K 0.18% 137
2025
Q3 		$684K Buy
13,526
+1,867
+16% +$92.1K 0.16% 134
2025
Q2 		$560K Buy
+11,659
New +$529K 0.15% 143
2025
Q1 		– Sell
-8,892
Closed -$406K – 321
2024
Q4 		$406K Buy
+8,892
New +$406K 0.09% 223

Other funds holding FSEP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

World Equity Group's FSEP Position: Q2 2026 in Review

World Equity Group sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2026, closing a stake of 11,215 shares — an estimated $564K sold.

World Equity Group first reported a position in FSEP in Q4 2024 and held it in 5 quarters. The position peaked at $684K in Q3 2025. 17 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • World Equity Group reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • World Equity Group sold 11,215 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $564K.
  • World Equity Group first reported a position in FT Vest US Equity Buffer ETF September in Q4 2024 and held it in 5 quarters.
  • World Equity Group's FT Vest US Equity Buffer ETF September position peaked at $684K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.