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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
BWM
101
Brown Wealth Management
Illinois
$245K
FPL
102
Fortress Private Ledger
North Carolina
$241K -$23.7K -522 -9%
AAS
103
Avantax Advisory Services
Texas
$237K -$25.1K -554 -10%
WAS
104
WESPAC Advisors SoCal
California
$226K
BTWM
105
Brass Tax Wealth Management
Ohio
$224K
SP
106
Sequent Planning
Nebraska
$219K -$2.36K -52 -1%
FHC
107
First Heartland Consultants
Missouri
$217K +$272 +6 +0.1%
TWM
108
TCFG Wealth Management
California
$206K +$194K +4,288 New
PAS
109
Park Avenue Securities
New York
$204K +$192K +4,242 New
Barclays
110
Barclays
United Kingdom
$201K +$122K +2,691 +179%
AW
111
Avion Wealth
Texas
$189K +$179K +3,951 New
IA
112
IFP Advisors
Florida
$150K +$44.3K +978 +46%
CAL
113
Capital Analysts LLC
Pennsylvania
$140K +$111K +2,456 +534%
EWM
114
Evolution Wealth Management
Florida
$136K +$128K +2,829 New
OP
115
ORG Partners
Indiana
$111K
Wells Fargo
116
Wells Fargo
California
$98.7K +$93.2K +2,055 New
AFG
117
Albion Financial Group
Utah
$76.8K
GEA
118
Glen Eagle Advisors
New Jersey
$62.4K
FNWA
119
Financial Network Wealth Advisors
Utah
$49.7K
TWM
120
Topsail Wealth Management
North Carolina
$40.5K
MIFH
121
Migdal Insurance & Financial Holdings
Israel
$36K -$168K -3,700 -83%
PP
122
PFS Partners
New Jersey
$32.4K
PSFG
123
Park Square Financial Group
Georgia
$26.5K
AIP
124
Ameritas Investment Partners
Nebraska
$24K
JP Morgan Chase
125
JP Morgan Chase
New York
$19.2K -$806K -17,770 -98%

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.