FT Vest US Equity Buffer ETF September
FSEP
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $122M → $144M (+$21.6M)
11% more funds holding
Funds holding: 87 → 97 (+10)
2.84% less ownership
Funds ownership: 35.33% → 32.49% (-2.8%)
10% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 30
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
101
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$356K | -9,556 | Closed |
|
|
SCA
102
Sage Capital Advisors
Sioux Falls,
South Dakota
| – | -$274K | -7,397 | Closed |
|
|
LPT
103
Legacy Private Trust
Neenah,
Wisconsin
| – | -$209K | -5,633 | Closed |
|
|
GM
104
GeoWealth Management
Chicago,
Illinois
| – | -$189K | -5,087 | Closed |
|
105
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$101K | -2,712 | Closed |
|
|
CIA
106
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$39.6K | -1,067 | Closed |
|
107
Wells Fargo
San Francisco,
California
| – | -$6.67K | -180 | Closed |
|
FSEP Hedge Fund Activity: Q4 2023 in Review
97 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q4 2023, worth a combined $144M — up 18% from $122M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FSEP positions and 10 closed out — a net gain of 10 holders — while 27 added to existing stakes and 30 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.9M. The largest seller was Osaic Holdings, cutting an estimated $5.83M.
- 97 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q4 2023, up from 87 in Q3 2023.
- Funds reported $144M of FT Vest US Equity Buffer ETF September stock for Q4 2023, up 18% quarter-over-quarter.
- 20 funds opened new FT Vest US Equity Buffer ETF September positions in Q4 2023 and 10 closed out, a net change of +10 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $4.9M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q4 2023 was Osaic Holdings, an estimated $5.83M sold.
Based on aggregated 13F filings for Q4 2023.