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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
AW
126
Avion Wealth
Texas
$203K – – –
FFA
127
Farther Finance Advisors
California
$191K -$80K -1,570 -30%
IA
128
IFP Advisors
Florida
$174K +$12.7K +250 +8%
CAL
129
Capital Analysts LLC
Pennsylvania
$155K – – –
TLA
130
Tanglewood Legacy Advisors
Texas
$151K +$5.45K +107 +4%
Barclays
131
Barclays
United Kingdom
$149K +$148K +2,897 New
EWM
132
Evolution Wealth Management
Florida
$90.2K -$55K -1,079 -38%
AFG
133
Albion Financial Group
Utah
$82.5K – – –
GEA
134
Glen Eagle Advisors
New Jersey
$67K – – –
TWM
135
Topsail Wealth Management
North Carolina
$58.9K +$15.3K +300 +36%
FNWA
136
Financial Network Wealth Advisors
Utah
$57.6K – – –
PP
137
PFS Partners
New Jersey
$34.8K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$25.8K – – –
PA
139
Parallel Advisors
California
$25.8K +$25.5K +500 New
Wells Fargo
140
Wells Fargo
California
$19.2K +$19K +372 New
CFD
141
Creative Financial Designs
Indiana
$15.5K – – –
WW
142
Winnow Wealth
Texas
$14.4K +$14.1K +277 New
LA
143
LM Advisors
California
$14.3K -$472K -9,262 -93%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$13.3K – – –
NEWAS
145
N.E.W. Advisory Services
Wisconsin
$9.28K +$4.59K +90 +100%
CIAS
146
Capital Investment Advisory Services
North Carolina
$8.04K +$7.95K +156 New
JP Morgan Chase
147
JP Morgan Chase
New York
$5.31K -$65.6K -1,288 -93%
SAM
148
Smartleaf Asset Management
Massachusetts
$4.04K +$3.98K +78 New
MI
149
Motiv8 Investments
Florida
$481 -$22.2K -435 -4%
KWS
150
Keystone Wealth Services
California
– -$5.26M -104,114 Closed
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.