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FT Vest US Equity Buffer ETF September

126 hedge funds and large institutions have $236M invested in FT Vest US Equity Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $188M → $236M (+$48.2M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

3.86% more ownership

Funds ownership: 22.99%26.85% (+3.9%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

48% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 50

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
26
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
26
American Alpha Advisors
New York
$1.64M +$1.55M +34,158 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.58M +$192K +4,233 +15%
IF
28
Integrity Financial
Wyoming
$1.54M -$1.36K -30 -0.1%
SI
29
Stephens Inc
Arkansas
$1.53M -$27.2K -600 -2%
SDH
30
Sloy Dahl & Holst
Washington
$1.49M
FI
31
FWG Investments
Kentucky
$1.4M -$18.4K -407 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.36M -$116K -2,561 -8%
TFS
33
Thoroughbred Financial Services
Tennessee
$1.32M -$2.49K -55 -0.2%
SAW
34
Signal Advisors Wealth
Michigan
$1.3M -$14.1K -310 -1%
OWA
35
Octavia Wealth Advisors
Ohio
$1.22M
MCWS
36
McKinley Carter Wealth Services
West Virginia
$1.21M
BFG
37
Beacon Financial Group
Texas
$1.18M -$126K -2,779 -10%
BCM
38
Beck Capital Management
Texas
$1.16M +$2.63K +58 +0.2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.06M -$50.5K -1,115 -5%
NA
40
NewEdge Advisors
Louisiana
$960K -$37.7K -831 -4%
LSL
41
Legacy Solutions LLC
Pennsylvania
$957K
Mariner
42
Mariner
Kansas
$950K +$363 +8 +0%
FPWM
43
FSB Premier Wealth Management
Iowa
$922K -$50.7K -1,119 -6%
FFS
44
Founders Financial Securities
Maryland
$896K +$68.4K +1,508 +9%
OMC
45
Old Mission Capital
Illinois
$862K +$27.7K +611 +4%
MC
46
McCarthy & Cox
Ohio
$848K
TA
47
TFB Advisors
Kansas
$832K -$40.2K -886 -5%
SA
48
Sanctuary Advisors
Indiana
$817K -$21.1K -465 -3%
DFA
49
DHJJ Financial Advisors
Illinois
$791K -$15.3K -338 -2%
BFG
50
Bleakley Financial Group
New Jersey
$732K

FSEP Hedge Fund Activity: Q2 2025 in Review

126 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q2 2025, worth a combined $236M — up 26% from $188M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FSEP positions and 12 closed out — a net gain of 2 holders — while 26 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.6M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $2.03M sold.

  • 126 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q2 2025, up from 125 in Q1 2025.
  • Funds reported $236M of FT Vest US Equity Buffer ETF September stock for Q2 2025, up 26% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Buffer ETF September positions in Q2 2025 and 12 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q2 2025 was Envestnet Asset Management, an estimated $17.6M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q2 2025 was Rockefeller Capital Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2025.