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FT Vest US Equity Buffer ETF September

138 hedge funds and large institutions have $277M invested in FT Vest US Equity Buffer ETF September in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

17% more capital invested

Capital invested by funds: $236M → $277M (+$40.7M)

10% more funds holding

Funds holding: 126138 (+12)

1.03% more ownership

Funds ownership: 26.85%27.88% (+1%)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
57
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
51
DHJJ Financial Advisors
Illinois
$913K +$77.8K +1,578 +10%
BPA
52
Beacon Pointe Advisors
California
$905K +$497K +10,074 +128%
MC
53
McCarthy & Cox
Ohio
$892K
FIA
54
Foundations Investment Advisors
Arizona
$860K +$393K +7,957 +88%
TA
55
TFB Advisors
Kansas
$857K -$14.4K -291 -2%
CA
56
CoreCap Advisors
Michigan
$857K +$169K +3,431 +25%
SOS
57
Silver Oak Securities
Tennessee
$851K +$830K +16,831 New
HIM
58
Hanlon Investment Management
New Jersey
$848K +$221K +4,475 +36%
SA
59
Sanctuary Advisors
Indiana
$834K -$25.8K -522 -3%
WFS
60
WealthGarden F.S.
California
$820K +$797K +16,156 New
NA
61
NewEdge Advisors
Louisiana
$819K -$187K -3,800 -19%
CAM
62
Cozad Asset Management
Illinois
$790K +$771K +15,633 New
GFA
63
Gallagher Fiduciary Advisors
Illinois
$783K +$134K +2,725 +21%
BCM
64
Brookstone Capital Management
Illinois
$772K +$214K +4,333 +40%
PCA
65
Prosperity Capital Advisors
Ohio
$752K +$18.6K +378 +3%
SL
66
SWMG LLC
Texas
$692K
WEG
67
World Equity Group
Illinois
$684K +$92.1K +1,867 +16%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$673K +$49.6K +1,006 +8%
RA
69
RFG Advisory
Alabama
$640K +$123K +2,488 +24%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$612K +$597K +12,109 New
UCFA
71
United Capital Financial Advisors
Texas
$610K +$98.7K +2,000 +20%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$610K +$183K +3,708 +44%
AAS
73
Ameritas Advisory Services
Nebraska
$591K +$30.6K +620 +6%
MA
74
Mutual Advisors
Nebraska
$587K +$161K +3,256 +39%
CB
75
Chris Bulman
California
$586K +$572K +11,586 New

FSEP Hedge Fund Activity: Q3 2025 in Review

138 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q3 2025, worth a combined $277M — up 17% from $236M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FSEP positions and 12 closed out — a net gain of 13 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.09M. The largest seller was Armis Advisers, exiting entirely with an estimated $5.48M sold.

  • 138 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q3 2025, up from 126 in Q2 2025.
  • Funds reported $277M of FT Vest US Equity Buffer ETF September stock for Q3 2025, up 17% quarter-over-quarter.
  • 25 funds opened new FT Vest US Equity Buffer ETF September positions in Q3 2025 and 12 closed out, a net change of +13 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $7.09M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q3 2025 was Armis Advisers, an estimated $5.48M sold.

Based on aggregated 13F filings for Q3 2025.