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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
MOS
51
MGO One Seven
Ohio
$730K +$86K +1,897 +14%
SS
52
Sunbelt Securities
Texas
$718K +$253K +5,589 +55%
LSA
53
Lion Street Advisors
Texas
$715K
PCA
54
Prosperity Capital Advisors
Ohio
$697K
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$688K -$9.16K -202 -1%
CF
56
Centaurus Financial
California
$678K
SL
57
SWMG LLC
Texas
$668K +$4.9K +108 +0.8%
Truist Financial
58
Truist Financial
North Carolina
$663K -$23.3K -514 -4%
CA
59
CoreCap Advisors
Michigan
$650K +$39.8K +877 +7%
GFA
60
Gallagher Fiduciary Advisors
Illinois
$613K +$579K +12,770 New
HIM
61
Hanlon Investment Management
New Jersey
$591K +$558K +12,312 New
MSFS
62
Main Street Financial Solutions
Pennsylvania
$591K
HIS
63
Harvest Investment Services
Illinois
$590K +$265K +5,843 +91%
WEG
64
World Equity Group
Illinois
$560K +$529K +11,659 New
AAS
65
Ameritas Advisory Services
Nebraska
$532K -$398K -8,787 -44%
BCM
66
Brookstone Capital Management
Illinois
$525K +$11K +242 +2%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$525K +$496K +10,932 New
AWM
68
Accel Wealth Management
Iowa
$503K -$9.07K -200 -2%
RA
69
RFG Advisory
Alabama
$489K +$462K +10,182 New
UCFA
70
United Capital Financial Advisors
Texas
$484K
SWA
71
SOA Wealth Advisors
New York
$466K
NG
72
Novem Group
New York
$460K
PCG
73
Prosperity Consulting Group
Maryland
$457K -$45.6K -1,007 -10%
AWM
74
Apollon Wealth Management
South Carolina
$457K
FFA
75
Farther Finance Advisors
California
$444K -$2.31K -51 -0.5%

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.