We are live on ! Find out more
FSEP icon

FT Vest US Equity Buffer ETF September
FSEP

149 hedge funds and large institutions have $280M invested in FT Vest US Equity Buffer ETF September in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

8% more funds holding

Funds holding: 138 → 149 (+11)

1% more capital invested

Capital invested by funds: $277M → $280M (+$2.88M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.33% less ownership

Funds ownership: 27.88% → 24.56% (-3.3%)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
53
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$1.74M
2
MML Investors Services
MML Investors Services
Massachusetts
+$1.24M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.16M
4
IA
Integrity Alliance
Iowa
+$1M
5
KWA
Kingswood Wealth Advisors
California
+$798K

Top Sellers

1
KWS
Keystone Wealth Services
California
-$5.26M
2
Jane Street
Jane Street
New York
-$2.99M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.05M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.58M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.1M -$2.05M -40,293 -7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$23.3M +$1.16M +22,816 +5%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$19.7M -$1.58M -31,050 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$15.9M -$1.43M -28,096 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.4M -$393K -7,720 -3%
AssetMark Inc
6
AssetMark Inc
California
$13M +$1.74M +34,124 +16%
LPL Financial
7
LPL Financial
California
$12.6M +$638K +12,511 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$11.3M +$106K +2,084 +1%
KAS
9
Kestra Advisory Services
Texas
$7.42M +$216K +4,244 +3%
AI
10
Atria Investments
North Carolina
$7.38M -$78.7K -1,544 -1%
RFG
11
REAP Financial Group
Texas
$7.16M -$84.4K -1,657 -1%
SB
12
Strategic Blueprint
Georgia
$5.29M +$201K +3,939 +4%
SW
13
Schulz Wealth
Texas
$5.26M -$198K -3,890 -4%
BWM
14
BAM Wealth Management
Colorado
$4.99M -$515K -10,103 -9%
1W
15
1776 Wealth
Georgia
$3.78M – – –
CW
16
CreativeOne Wealth
Kansas
$3.78M +$322K +6,318 +9%
PFS
17
Prospera Financial Services
Texas
$3.55M -$113K -2,217 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.46M +$1.24M +24,417 +57%
HI
19
Harbour Investments
Wisconsin
$3.32M +$465K +9,125 +17%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.32M +$390K +7,659 +14%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$3.17M -$148K -2,907 -5%
EFL
22
ERn Financial LLC
Wisconsin
$2.32M -$72.7K -1,426 -3%
IF
23
Integrity Financial
Wyoming
$2.24M +$474K +9,307 +27%
SPIA
24
Steward Partners Investment Advisory
New York
$1.89M +$77.5K +1,521 +4%
SAW
25
Signal Advisors Wealth
Michigan
$1.87M +$275K +5,396 +18%
1
2 3 4 5

FSEP Hedge Fund Activity: Q4 2025 in Review

149 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q4 2025, worth a combined $280M — up 1% from $277M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FSEP positions and 11 closed out — a net gain of 12 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $1.74M. The largest seller was Keystone Wealth Services, exiting entirely with an estimated $5.26M sold.

  • 149 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q4 2025, up from 138 in Q3 2025.
  • Funds reported $280M of FT Vest US Equity Buffer ETF September stock for Q4 2025, up 1% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Buffer ETF September positions in Q4 2025 and 11 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q4 2025 was AssetMark Inc, an estimated $1.74M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q4 2025 was Keystone Wealth Services, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2025.