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FT Vest US Equity Buffer ETF September

125 hedge funds and large institutions have $188M invested in FT Vest US Equity Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.65% less ownership

Funds ownership: 27.64%22.99% (-4.6%)

5% less funds holding

Funds holding: 132125 (-7)

18% less capital invested

Capital invested by funds: $230M → $188M (-$41.7M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

62% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 60

Holders
125
Holders Change
-7
Holders Change %
-5.3%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
23
Reduced
60
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$14M -$1.05M -22,774 -7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.7M -$272K -5,933 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.4M -$10.8M -235,977 -48%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.6M +$781K +17,019 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$9.63M -$2.49M -54,356 -20%
KAS
6
Kestra Advisory Services
Texas
$7.26M -$213K -4,642 -3%
AssetMark Inc
7
AssetMark Inc
California
$6.48M +$1.86M +40,597 +39%
RFG
8
REAP Financial Group
Texas
$6.29M -$367K -7,991 -5%
AA
9
Armis Advisers
Georgia
$5.1M -$288K -6,269 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.85M -$7.66M -167,015 -61%
SW
11
Schulz Wealth
Texas
$4.8M -$303K -6,600 -6%
KWS
12
Keystone Wealth Services
California
$4.74M -$27.8K -605 -0.6%
SB
13
Strategic Blueprint
Georgia
$4.58M +$177K +3,849 +4%
LPL Financial
14
LPL Financial
California
$4.45M -$17.3K -377 -0.4%
MFG
15
Merit Financial Group
Georgia
$4.16M +$395K +8,601 +10%
1W
16
1776 Wealth
Georgia
$3.27M
FFA
17
Fragasso Financial Advisors
Pennsylvania
$2.91M -$52K -1,134 -2%
PFS
18
Prospera Financial Services
Texas
$2.69M -$2.16K -47 -0.1%
EFL
19
ERn Financial LLC
Wisconsin
$2.57M -$125K -2,729 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.47M -$206K -4,482 -7%
HI
21
Harbour Investments
Wisconsin
$2.35M -$85.6K -1,865 -3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.03M +$2.09M +45,488 New
AWS
23
Atria Wealth Solutions
New York
$1.61M -$218K -4,750 -12%
GKWIM
24
Gerber Kawasaki Wealth & Investment Management
California
$1.56M -$8.72K -190 -0.5%
SPIA
25
Steward Partners Investment Advisory
New York
$1.48M +$497K +10,820 +48%

FSEP Hedge Fund Activity: Q1 2025 in Review

125 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q1 2025, worth a combined $188M — down 18% from $230M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FSEP and 11 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 23 added.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $2.09M. The largest seller was Envestnet Asset Management, cutting an estimated $10.8M.

  • 125 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q1 2025, down from 132 in Q4 2024.
  • Funds reported $188M of FT Vest US Equity Buffer ETF September stock for Q1 2025, down 18% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Buffer ETF September positions in Q1 2025 and 17 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q1 2025 was Rockefeller Capital Management, an estimated $2.09M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q1 2025 was Envestnet Asset Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2025.