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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
SOS
51
Silver Oak Securities
Tennessee
$976K +$104K +2,038 +12%
WTFG
52
Wood Tarver Financial Group
Idaho
$961K +$555K +10,888 +140%
FIA
53
Foundations Investment Advisors
Arizona
$957K +$78K +1,530 +9%
BFG
54
Beacon Financial Group
Texas
$954K -$31.3K -615 -3%
SA
55
Sanctuary Advisors
Indiana
$943K +$91.5K +1,796 +11%
CAM
56
Cozad Asset Management
Illinois
$935K +$127K +2,500 +16%
BPA
57
Beacon Pointe Advisors
California
$924K – – –
DFA
58
DHJJ Financial Advisors
Illinois
$912K -$18.9K -370 -2%
GFA
59
Gallagher Fiduciary Advisors
Illinois
$909K +$109K +2,133 +14%
Mariner
60
Mariner
Kansas
$892K -$73.7K -1,447 -8%
CA
61
CoreCap Advisors
Michigan
$886K +$11.6K +228 +1%
TA
62
TFB Advisors
Kansas
$866K -$12.6K -248 -1%
WFS
63
WealthGarden F.S.
California
$842K – – –
OAG
64
Oakmont Advisory Group
New Mexico
$823K +$813K +15,952 New
KWA
65
Kingswood Wealth Advisors
California
$807K +$798K +15,655 New
NA
66
NewEdge Advisors
Louisiana
$765K -$69.3K -1,360 -8%
PCA
67
Prosperity Capital Advisors
Ohio
$746K -$21.3K -417 -3%
BCM
68
Brookstone Capital Management
Illinois
$743K -$44K -863 -6%
RA
69
RFG Advisory
Alabama
$722K +$68.1K +1,336 +11%
SL
70
SWMG LLC
Texas
$709K – – –
MSFS
71
Main Street Financial Solutions
Pennsylvania
$684K -$2.14K -42 -0.3%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$684K +$60.9K +1,196 +10%
HIS
73
Harvest Investment Services
Illinois
$681K +$249K +4,892 +59%
EWS
74
Evergreen Wealth Solutions
Pennsylvania
$679K +$671K +13,167 New
OMC
75
Old Mission Capital
Illinois
$677K +$669K +13,127 New
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.