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FT Vest US Equity Buffer ETF September
FSEP

Overview Fund Activity

97 hedge funds and large institutions have $144M invested in FT Vest US Equity Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
27
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$16.3M
2
OMC
2
Old Mission Capital
Illinois
$3.19M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.6M
4
1W
4
1776 Wealth
Georgia
$2.91M
5
SI
5
Stephens Inc
Arkansas
$1.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.7M
2
CW
2
CreativeOne Wealth
Kansas
$627K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.49M
4
HI
4
Harbour Investments
Wisconsin
$2.81M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$1.35M +$148K +3,670 +12%
SDH
27
Sloy Dahl & Holst
Washington
$1.34M +$817K +20,291 +156%
SI
28
Stephens Inc
Arkansas
$1.3M +$1.3M +32,430 New
IF
29
Integrity Financial
Wyoming
$1.27M +$216K +5,368 +20%
TFS
30
Thoroughbred Financial Services
Tennessee
$1.19M – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.18M -$21.7K -540 -2%
FI
32
FWG Investments
Kentucky
$1.09M +$1.09M +26,988 New
OWA
33
Octavia Wealth Advisors
Ohio
$1.05M – – –
SPIA
34
Steward Partners Investment Advisory
New York
$994K – – –
Mariner
35
Mariner
Kansas
$932K +$358K +8,886 +62%
MML Investors Services
36
MML Investors Services
Massachusetts
$908K +$119K +2,948 +15%
MCWS
37
McKinley Carter Wealth Services
West Virginia
$868K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$822K +$675K +16,784 +461%
OIA
39
OneDigital Investment Advisors
Kansas
$764K -$175K -4,357 -19%
DFA
40
DHJJ Financial Advisors
Illinois
$700K +$55.8K +1,387 +9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$688K +$158K +3,926 +30%
AFAS
42
Acorn Financial Advisory Services
Virginia
$686K -$60.4K -1,502 -8%
SWM
43
SeaCrest Wealth Management
New York
$670K – – –
SB
44
Strategic Blueprint
Georgia
$652K +$652K +16,193 New
Jane Street
45
Jane Street
New York
$644K +$644K +16,001 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$627K +$400K +9,934 +176%
CW
47
CreativeOne Wealth
Kansas
$627K -$5.41M -134,464 -90%
SS
48
Sunbelt Securities
Texas
$626K -$17.7K -441 -3%
DWM
49
Darwin Wealth Management
Florida
$595K +$208K +5,181 +54%
PCA
50
Prosperity Capital Advisors
Ohio
$591K -$523 -13 -0.1%
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