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FT Vest US Equity Buffer ETF September

31 hedge funds and large institutions have $24.2M invested in FT Vest US Equity Buffer ETF September in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

99% more capital invested

Capital invested by funds: $12.2M → $24.2M (+$12M)

94% more funds holding

Funds holding: 1631 (+15)

0.09% more ownership

Funds ownership: 33.91%34% (+0.09%)

Holders
31
Holders Change
+15
Holders Change %
+93.75%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
8
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$208K +$210K +6,117 New
SWP
27
Summit Wealth Partners
Florida
$203K +$206K +5,986 New
APA
28
American Portfolios Advisors
New York
$192K +$152K +4,428 +356%
CFGS
29
Concourse Financial Group Securities
Alabama
$126K -$60.1K -1,749 -32%
SAM
30
Strategic Asset Management
Minnesota
$25K +$24.9K +725 New
AF
31
Advisornet Financial
Minnesota
$10K +$10.3K +300 New
AI
32
Atria Investments
North Carolina
-$2.44M -71,453 Closed
T
33
TRUADVICE
Florida
-$1.52M -44,300 Closed
OMC
34
Old Mission Capital
Illinois
-$585K -17,085 Closed
TI
35
tru Independence
Oregon
-$57K -1,663 Closed
UBS Group
36
UBS Group
Switzerland
-$45K -1,326 Closed

FSEP Hedge Fund Activity: Q3 2021 in Review

31 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q3 2021, worth a combined $24.2M — up 99% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FSEP positions and 5 closed out — a net gain of 16 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was FSB Premier Wealth Management, opening a new position worth an estimated $2.63M. The largest seller was Atria Investments, exiting entirely with an estimated $2.44M sold.

  • 31 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q3 2021, up from 16 in Q2 2021.
  • Funds reported $24.2M of FT Vest US Equity Buffer ETF September stock for Q3 2021, up 99% quarter-over-quarter.
  • 21 funds opened new FT Vest US Equity Buffer ETF September positions in Q3 2021 and 5 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q3 2021 was FSB Premier Wealth Management, an estimated $2.63M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q3 2021 was Atria Investments, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2021.