FT Vest US Equity Buffer ETF September
FSEP
31 hedge funds and large institutions have $24.2M invested in FT Vest US Equity Buffer ETF September in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
99% more capital invested
Capital invested by funds: $12.2M → $24.2M (+$12M)
94% more funds holding
Funds holding: 16 → 31 (+15)
0.09% more ownership
Funds ownership: 33.91% → 34% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$2.63M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.69M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.61M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.53M |
| 5 |
NWS
Newport Wealth Strategies
Irvine,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.44M |
| 2 |
CAS
Cascadia Advisory Services
Portland,
Oregon
|
-$1.91M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$1.52M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$585K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$60.1K |
FSEP Hedge Fund Activity: Q3 2021 in Review
31 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q3 2021, worth a combined $24.2M — up 99% from $12.2M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FSEP positions and 5 closed out — a net gain of 16 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was FSB Premier Wealth Management, opening a new position worth an estimated $2.63M. The largest seller was Atria Investments, exiting entirely with an estimated $2.44M sold.
- 31 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q3 2021, up from 16 in Q2 2021.
- Funds reported $24.2M of FT Vest US Equity Buffer ETF September stock for Q3 2021, up 99% quarter-over-quarter.
- 21 funds opened new FT Vest US Equity Buffer ETF September positions in Q3 2021 and 5 closed out, a net change of +16 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q3 2021 was FSB Premier Wealth Management, an estimated $2.63M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q3 2021 was Atria Investments, an estimated $2.44M sold.
Based on aggregated 13F filings for Q3 2021.