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FT Vest US Equity Buffer ETF September
FSEP

149 hedge funds and large institutions have $280M invested in FT Vest US Equity Buffer ETF September in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

8% more funds holding

Funds holding: 138 → 149 (+11)

1% more capital invested

Capital invested by funds: $277M → $280M (+$2.88M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.33% less ownership

Funds ownership: 27.88% → 24.56% (-3.3%)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
53
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.74M
2
MML Investors Services
MML Investors Services
Massachusetts
+$1.24M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.16M
4
IA
Integrity Alliance
Iowa
+$1M
5
KWA
Kingswood Wealth Advisors
California
+$798K

Top Sellers

1
KWS
Keystone Wealth Services
California
-$5.26M
2
Jane Street
Jane Street
New York
-$2.99M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.05M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.58M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
26
Gerber Kawasaki Wealth & Investment Management
California
$1.75M +$8.05K +158 +0.5%
SDH
27
Sloy Dahl & Holst
Washington
$1.57M -$30.6K -600 -2%
FI
28
FWG Investments
Kentucky
$1.55M +$14.8K +290 +1%
TFS
29
Thoroughbred Financial Services
Tennessee
$1.41M – – –
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$1.39M +$59.1K +1,160 +4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.38M +$85.8K +1,683 +7%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$1.36M +$57.4K +1,127 +4%
FFS
33
Founders Financial Securities
Maryland
$1.36M +$154K +3,021 +13%
Truist Financial
34
Truist Financial
North Carolina
$1.35M +$351K +6,881 +36%
OWA
35
Octavia Wealth Advisors
Ohio
$1.31M – – –
BFG
36
Bleakley Financial Group
New Jersey
$1.27M +$19.5K +383 +2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.27M -$207K -4,070 -14%
SI
38
Stephens Inc
Arkansas
$1.21M -$622K -12,198 -34%
AWM
39
Accel Wealth Management
Iowa
$1.2M +$94.8K +1,860 +9%
LSL
40
Legacy Solutions LLC
Pennsylvania
$1.19M +$123K +2,414 +12%
MOS
41
MGO One Seven
Ohio
$1.16M +$168K +3,288 +17%
AAA
42
American Alpha Advisors
New York
$1.16M -$598K -11,744 -34%
MFG
43
Merit Financial Group
Georgia
$1.13M -$837K -16,431 -43%
BCM
44
Beck Capital Management
Texas
$1.12M -$88.2K -1,731 -7%
FPWM
45
FSB Premier Wealth Management
Iowa
$1.12M +$74.4K +1,460 +7%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.1M +$472K +9,270 +77%
CF
47
Centaurus Financial
California
$1.09M +$20.1K +394 +2%
CCFM
48
Clear Creek Financial Management
Washington
$1.04M +$719K +14,100 +232%
IA
49
Integrity Alliance
Iowa
$1.01M +$1M +19,650 New
HIM
50
Hanlon Investment Management
New Jersey
$988K +$121K +2,370 +14%
1
2
3 4 5

FSEP Hedge Fund Activity: Q4 2025 in Review

149 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q4 2025, worth a combined $280M — up 1% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FSEP positions and 11 closed out — a net gain of 12 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $1.74M. The largest seller was Keystone Wealth Services, exiting entirely with an estimated $5.26M sold.

  • 149 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q4 2025, up from 138 in Q3 2025.
  • Funds reported $280M of FT Vest US Equity Buffer ETF September stock for Q4 2025, up 1% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Buffer ETF September positions in Q4 2025 and 11 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q4 2025 was AssetMark Inc, an estimated $1.74M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q4 2025 was Keystone Wealth Services, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2025.