FT Vest US Equity Buffer ETF September
FSEP
46 hedge funds and large institutions have $45.4M invested in FT Vest US Equity Buffer ETF September in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
87% more capital invested
Capital invested by funds: $24.2M → $45.4M (+$21.2M)
48% more funds holding
Funds holding: 31 → 46 (+15)
1.68% less ownership
Funds ownership: 34% → 32.32% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
+$6.51M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.39M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$2.79M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.23M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$676K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$487K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$431K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$424K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$259K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$248K |
FSEP Hedge Fund Activity: Q4 2021 in Review
46 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q4 2021, worth a combined $45.4M — up 87% from $24.2M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FSEP positions and 2 closed out — a net gain of 17 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Cassia Capital Partners, opening a new position worth an estimated $6.51M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $487K.
- 46 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q4 2021, up from 31 in Q3 2021.
- Funds reported $45.4M of FT Vest US Equity Buffer ETF September stock for Q4 2021, up 87% quarter-over-quarter.
- 19 funds opened new FT Vest US Equity Buffer ETF September positions in Q4 2021 and 2 closed out, a net change of +17 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q4 2021 was Cassia Capital Partners, an estimated $6.51M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q4 2021 was B. Riley Wealth Advisors, an estimated $487K sold.
Based on aggregated 13F filings for Q4 2021.