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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.

New
Increased
Maintained
Reduced
Closed
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 %
BPA
51
Beacon Pointe Advisors
California
$549K -$29.4K -730 -5%
SL
52
SWMG LLC
Texas
$547K +$14.2K +353 +3%
MSFS
53
Main Street Financial Solutions
Pennsylvania
$532K – – –
KPWS
54
Kestra Private Wealth Services
Texas
$530K – – –
Truist Financial
55
Truist Financial
North Carolina
$524K +$185K +4,592 +54%
AAS
56
Avantax Advisory Services
Texas
$501K +$202K +5,031 +68%
PCG
57
Prosperity Consulting Group
Maryland
$483K +$59.4K +1,475 +14%
KWA
58
Kingswood Wealth Advisors
California
$435K +$435K +10,800 New
SWP
59
Summit Wealth Partners
Florida
$396K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$375K -$845 -21 -0.2%
CFD
61
Creative Financial Designs
Indiana
$367K +$367K +9,114 New
WP
62
WealthSource Partners
California
$333K – – –
FHC
63
First Heartland Consultants
Missouri
$328K -$200K -4,953 -38%
HighTower Advisors
64
HighTower Advisors
Illinois
$323K – – –
ACMA
65
Arbor Capital Management (Alaska)
Alaska
$320K -$61.7K -1,551 -16%
PIA
66
Panoramic Investment Advisors
Colorado
$316K -$49.1K -1,220 -13%
CCG
67
Catalina Capital Group
California
$313K +$313K +7,766 New
SWA
68
SOA Wealth Advisors
New York
$297K – – –
MA
69
Mutual Advisors
Nebraska
$293K – – –
Citadel Advisors
70
Citadel Advisors
Florida
$286K +$286K +7,114 New
BRWA
71
B. Riley Wealth Advisors
Florida
$284K +$26.6K +660 +10%
AC
72
AIFG Consultants
New York
$278K +$278K +6,903 New
OWM
73
Opes Wealth Management
California
$270K +$44.6K +1,108 +20%
AWM
74
Apollon Wealth Management
South Carolina
$243K – – –
ALS
75
Andrew L. Share
$241K – – –
1 2
3
4 5