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FT Vest US Equity Buffer ETF September

138 hedge funds and large institutions have $277M invested in FT Vest US Equity Buffer ETF September in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

17% more capital invested

Capital invested by funds: $236M → $277M (+$40.7M)

10% more funds holding

Funds holding: 126138 (+12)

1.03% more ownership

Funds ownership: 26.85%27.88% (+1%)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
57
Reduced
31
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
$27.7M -$4.83M -97,822 -15%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$21.7M +$7.09M +143,825 +50%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$20.8M +$3.54M +71,722 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.8M +$309K +6,273 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.5M +$4.32M +87,655 +40%
LPL Financial
6
LPL Financial
California
$11.7M +$1.79M +36,348 +19%
AssetMark Inc
7
AssetMark Inc
California
$11M +$1.19M +24,184 +13%
Raymond James Financial
8
Raymond James Financial
Florida
$10.9M +$587K +11,893 +6%
AI
9
Atria Investments
North Carolina
$7.31M +$4.89M +99,051 +217%
RFG
10
REAP Financial Group
Texas
$7.1M +$346K +7,019 +5%
KAS
11
Kestra Advisory Services
Texas
$7.06M -$182K -3,681 -3%
BWM
12
BAM Wealth Management
Colorado
$5.4M +$5.27M +106,883 New
SW
13
Schulz Wealth
Texas
$5.35M -$15.7K -318 -0.3%
KWS
14
Keystone Wealth Services
California
$5.26M -$109K -2,205 -2%
SB
15
Strategic Blueprint
Georgia
$4.99M +$586K +11,881 +14%
1W
16
1776 Wealth
Georgia
$3.71M
PFS
17
Prospera Financial Services
Texas
$3.6M +$311K +6,301 +10%
CW
18
CreativeOne Wealth
Kansas
$3.38M -$2.98M -60,389 -47%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$3.27M +$22.3K +453 +0.7%
Jane Street
20
Jane Street
New York
$2.99M +$2.92M +59,105 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.86M +$412K +8,356 +17%
HI
22
Harbour Investments
Wisconsin
$2.79M +$296K +5,998 +12%
EFL
23
ERn Financial LLC
Wisconsin
$2.34M -$93.8K -1,901 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.15M +$480K +9,727 +30%
MFG
25
Merit Financial Group
Georgia
$1.94M -$2.09M -42,416 -53%

FSEP Hedge Fund Activity: Q3 2025 in Review

138 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q3 2025, worth a combined $277M — up 17% from $236M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FSEP positions and 12 closed out — a net gain of 13 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.09M. The largest seller was Armis Advisers, exiting entirely with an estimated $5.48M sold.

  • 138 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q3 2025, up from 126 in Q2 2025.
  • Funds reported $277M of FT Vest US Equity Buffer ETF September stock for Q3 2025, up 17% quarter-over-quarter.
  • 25 funds opened new FT Vest US Equity Buffer ETF September positions in Q3 2025 and 12 closed out, a net change of +13 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $7.09M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q3 2025 was Armis Advisers, an estimated $5.48M sold.

Based on aggregated 13F filings for Q3 2025.