Public ownership evidence

FT Vest U.S. Equity Buffer ETF - September (FSEP) Ownership Disclosures

Read FSEP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

FT Vest U.S. Equity Buffer ETF - September: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Schulz Wealth, LTD.
Report period
2026-06-30
Available
2026-08-27
Reported shares
103,086
Value (USD)
$5,677,977
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002011780-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FSEP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FSEP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Schulz Wealth, LTD.2026-06-302026-08-27103,086$5,677,977None
Archer Investment Corp2026-06-302026-08-204,947$272,481None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,182$836,225None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-188,864$488,495None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1821,113$1,163,000None
Sequent Planning LLC2026-06-302026-08-154,439$244,500None
American Alpha Advisors, LLC2026-06-302026-08-1522,437$1,235,830None
Glen Eagle Advisors, LLC2026-06-302026-08-151,300$71,604None
Mutual Advisors, LLC2026-06-302026-08-1511,337$624,439None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-157,494$412,770None
Navis Wealth Advisors, LLC2026-06-302026-08-153,960$218,117None
KINTRA WEALTH, LLC2026-06-302026-08-1513,677$772,409None
Ameritas Advisory Services, LLC2026-06-302026-08-1522,189$1,222,170None
Foundations Investment Advisors, LLC2026-06-302026-08-1513,968$769,357None
IFG Advisory, LLC2026-06-302026-08-1584$4,627None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,766$427,751None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,442$740,413None
OSAIC HOLDINGS, INC.2026-06-302026-08-15276,732$15,242,296None
HRT FINANCIAL LP2026-06-302026-08-1562,632$3,449,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1558,463$3,220,142None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15600$33,048None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,003$55,245None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15576$31,671None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,300$126,684None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15450$24,786None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15125$6,885None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$5,508None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1580$4,406None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15200$11,016None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15242$13,329None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15855$47,093None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15650$35,802None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,240$123,379None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15830$45,716None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$5,508None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15318$17,460None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15776$42,687None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1570$3,856None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1570$3,856None
Waverly Advisors, LLC2026-06-302026-08-154,665$256,948None
BECK CAPITAL MANAGEMENT, LLC2026-06-302026-08-1530,503$1,680,095None
Harvest Investment Services, LLC2026-06-302026-08-1512,799$704,969None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-159,492$522,819None
ROYAL BANK OF CANADA2026-06-302026-08-1517,470$962,000None
ROYAL BANK OF CANADA2026-06-302026-08-15496$27,000None
World Investment Advisors2026-06-302026-08-154,932$271,465None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1512,353$680,403None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15121,553$6,695,139None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1560,863$3,352,334None
BARCLAYS PLC2026-06-302026-08-153,639$200,436None

90-day public filing window, up to 50 source positions.

Schulz Wealth, LTD. ↗Archer Investment Corp ↗Beacon Pointe Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗CENTAURUS FINANCIAL, INC. ↗Sequent Planning LLC ↗American Alpha Advisors, LLC ↗Glen Eagle Advisors, LLC ↗Mutual Advisors, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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