FT Vest US Equity Buffer ETF September
FSEP
132 hedge funds and large institutions have $230M invested in FT Vest US Equity Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 5 closing their positions.
460% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
19% more funds holding
Funds holding: 111 → 132 (+21)
1% more capital invested
Capital invested by funds: $228M → $230M (+$2.11M)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
3.22% less ownership
Funds ownership: 30.85% → 27.64% (-3.2%)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.54M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.87M |
| 3 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$2.76M |
| 4 |
AssetMark Inc
Concord,
California
|
+$1.71M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.31M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSFG
126
Park Square Financial Group
Roswell,
Georgia
| $25.3K | +$25.2K | +553 | New |
|
|
AIP
127
Ameritas Investment Partners
Lincoln,
Nebraska
| $22.8K | – | – | – |
|
|
FNWA
128
Financial Network Wealth Advisors
Murray,
Utah
| $21.8K | -$25.5K | -560 | -54% |
|
|
CAL
129
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $21K | – | – | – |
|
130
JP Morgan Chase
New York
| $7.54K | -$2.14K | -47 | -22% |
|
131
UBS Group
Zurich,
Switzerland
| $2.47K | +$2.46K | +54 | New |
|
|
NS
132
NBC Securities
Birmingham,
Alabama
| $374 | -$135K | -2,951 | -100% |
|
|
WIM
133
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$9.51M | -211,633 | Closed |
|
|
CFS
134
Commonwealth Financial Services
Vienna,
West Virginia
| – | -$7.86M | -175,980 | Closed |
|
|
ZIMP
135
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| – | -$5.02M | -111,724 | Closed |
|
|
WP
136
WealthPLAN Partners
Omaha,
Nebraska
| – | -$4.85M | -107,828 | Closed |
|
|
BFWM
137
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| – | -$217K | -4,800 | Closed |
|
FSEP Hedge Fund Activity: Q4 2024 in Review
132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q4 2024, worth a combined $230M — up 0.92% from $228M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FSEP positions and 5 closed out — a net gain of 23 holders — while 39 added to existing stakes and 40 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.54M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $9.51M sold.
- 132 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q4 2024, up from 111 in Q3 2024.
- Funds reported $230M of FT Vest US Equity Buffer ETF September stock for Q4 2024, up 0.92% quarter-over-quarter.
- 28 funds opened new FT Vest US Equity Buffer ETF September positions in Q4 2024 and 5 closed out, a net change of +23 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q4 2024 was Envestnet Asset Management, an estimated $4.54M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q4 2024 was WealthPlan Investment Management, an estimated $9.51M sold.
Based on aggregated 13F filings for Q4 2024.