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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
AWM
101
Apollon Wealth Management
South Carolina
$329K – – –
ALS
102
Andrew L. Share
$309K – – –
AFO
103
Allie Family Office
Florida
$307K -$253K -4,965 -45%
SEIA
104
Signature Estate & Investment Advisors
California
$301K – – –
AWM
105
Axxcess Wealth Management
California
$297K +$294K +5,769 New
DWM
106
Darwin Wealth Management
Florida
$297K -$12.1K -237 -4%
TWM
107
TopTier Wealth Management
Wisconsin
$297K +$293K +5,755 New
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$289K – – –
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$273K -$11K -215 -4%
First Trust Advisors
110
First Trust Advisors
Illinois
$272K +$269K +5,276 New
NS
111
NBC Securities
Alabama
$266K -$23.6K -463 -8%
BWM
112
Brown Wealth Management
Illinois
$263K – – –
FPL
113
Fortress Private Ledger
North Carolina
$259K -$306 -6 -0.1%
AIC
114
Archer Investment Corporation
Indiana
$255K – – –
WIA
115
World Investment Advisors
California
$253K +$250K +4,906 New
PCG
116
Prosperity Consulting Group
Maryland
$250K – – –
WA
117
Waverly Advisors
Alabama
$241K +$238K +4,665 New
CAG
118
Csenge Advisory Group
Florida
$239K +$236K +4,631 New
SAI
119
Savvy Advisors Inc
New York
$238K +$235K +4,607 New
Goldman Sachs
120
Goldman Sachs
New York
$237K +$234K +4,596 New
SP
121
Sequent Planning
Nebraska
$229K -$2.5K -49 -1%
SPC
122
Sigma Planning Corp
Michigan
$215K +$2.8K +55 +1%
CFG
123
Citizens Financial Group
Rhode Island
$208K +$206K +4,038 New
GS
124
GTS Securities
New York
$206K +$204K +4,000 New
NWA
125
Navis Wealth Advisors
New York
$204K – – –
3 4
5
6 7

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.