FT Vest US Equity Buffer ETF September
FSEP
95 hedge funds and large institutions have $147M invested in FT Vest US Equity Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 44 reducing their positions, and 6 closing their positions.
2% more capital invested
Capital invested by funds: $144M → $147M (+$3.21M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 97 → 95 (-2)
3.03% less ownership
Funds ownership: 32.49% → 29.47% (-3%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
64% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.99M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.95M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.52M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$509K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.19M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$2.64M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.89M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.75M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.65M |
FSEP Hedge Fund Activity: Q1 2024 in Review
95 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q1 2024, worth a combined $147M — up 2.2% from $144M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FSEP and 5 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 16 added.
The largest buyer was Kestra Advisory Services, adding an estimated $2.99M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.19M sold.
- 95 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q1 2024, down from 97 in Q4 2023.
- Funds reported $147M of FT Vest US Equity Buffer ETF September stock for Q1 2024, up 2.2% quarter-over-quarter.
- 5 funds opened new FT Vest US Equity Buffer ETF September positions in Q1 2024 and 6 closed out, a net change of -1 holder.
- The largest FT Vest US Equity Buffer ETF September buyer in Q1 2024 was Kestra Advisory Services, an estimated $2.99M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q1 2024 was Old Mission Capital, an estimated $3.19M sold.
Based on aggregated 13F filings for Q1 2024.