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FT Vest US Equity Buffer ETF September

126 hedge funds and large institutions have $236M invested in FT Vest US Equity Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $188M → $236M (+$48.2M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

3.86% more ownership

Funds ownership: 22.99%26.85% (+3.9%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

48% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 50

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
26
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31M +$17.6M +388,412 +151%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16.4M +$10.5M +231,740 +213%
Osaic Holdings
3
Osaic Holdings
Arizona
$15.8M +$705K +15,561 +5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.7M -$963K -21,237 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.5M -$894K -19,728 -8%
Raymond James Financial
6
Raymond James Financial
Florida
$9.82M -$526K -11,600 -5%
LPL Financial
7
LPL Financial
California
$9.36M +$4.31M +94,980 +95%
AssetMark Inc
8
AssetMark Inc
California
$9.26M +$2.16M +47,540 +33%
KAS
9
Kestra Advisory Services
Texas
$6.88M -$888K -19,591 -12%
RFG
10
REAP Financial Group
Texas
$6.41M -$354K -7,812 -6%
CW
11
CreativeOne Wealth
Kansas
$6.11M +$4.86M +107,168 +533%
AA
12
Armis Advisers
Georgia
$5.48M -$12.2K -270 -0.2%
KWS
13
Keystone Wealth Services
California
$5.1M
SW
14
Schulz Wealth
Texas
$5.1M -$67.8K -1,496 -1%
SB
15
Strategic Blueprint
Georgia
$4.17M -$730K -16,098 -16%
MFG
16
Merit Financial Group
Georgia
$3.88M -$573K -12,649 -14%
1W
17
1776 Wealth
Georgia
$3.52M
PFS
18
Prospera Financial Services
Texas
$3.11M +$201K +4,423 +7%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$3.07M -$61.4K -1,355 -2%
HI
20
Harbour Investments
Wisconsin
$2.36M -$156K -3,445 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.32M -$320K -7,064 -13%
EFL
22
ERn Financial LLC
Wisconsin
$2.32M -$429K -9,459 -16%
AI
23
Atria Investments
North Carolina
$2.19M +$2.07M +45,616 New
SPIA
24
Steward Partners Investment Advisory
New York
$1.7M +$104K +2,284 +7%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$1.68M -$3.63K -80 -0.2%

FSEP Hedge Fund Activity: Q2 2025 in Review

126 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q2 2025, worth a combined $236M — up 26% from $188M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FSEP positions and 12 closed out — a net gain of 2 holders — while 26 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.6M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $2.03M sold.

  • 126 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q2 2025, up from 125 in Q1 2025.
  • Funds reported $236M of FT Vest US Equity Buffer ETF September stock for Q2 2025, up 26% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Buffer ETF September positions in Q2 2025 and 12 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q2 2025 was Envestnet Asset Management, an estimated $17.6M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q2 2025 was Rockefeller Capital Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2025.