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FT Vest US Equity Moderate Buffer ETF September

54 hedge funds and large institutions have $83.2M invested in FT Vest US Equity Moderate Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

1.72% more ownership

Funds ownership: 67.42%69.13% (+1.7%)

0% more funds holding

Funds holding: 5454 (0)

2% less capital invested

Capital invested by funds: $84.6M → $83.2M (-$1.36M)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$383K
AI
27
Atria Investments
North Carolina
$373K +$367K +11,047 New
KC
28
Kinloch Capital
Virginia
$341K
DFA
29
DHJJ Financial Advisors
Illinois
$331K
AWM
30
Accel Wealth Management
Iowa
$321K
OMC
31
Old Mission Capital
Illinois
$315K -$310K -9,325 -50%
IF
32
Integrity Financial
Wyoming
$301K -$44.9K -1,350 -13%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$257K +$252K +7,590 New
EWM
34
EPG Wealth Management
Georgia
$250K -$399K -12,000 Closed
BWM
35
BCGM Wealth Management
Indiana
$224K
Truist Financial
36
Truist Financial
North Carolina
$204K +$201K +6,046 New
AWS
37
Atria Wealth Solutions
New York
$201K +$197K +5,931 New
CA
38
CoreCap Advisors
Michigan
$193K +$73.6K +2,215 +64%
LFG
39
Larson Financial Group
Missouri
$185K
HI
40
Harbour Investments
Wisconsin
$161K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$121K
SPIA
42
Steward Partners Investment Advisory
New York
$104K -$9.97K -300 -9%
JP Morgan Chase
43
JP Morgan Chase
New York
$97.8K +$96.2K +2,894 New
ACA
44
Aptus Capital Advisors
Alabama
$94.9K
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$94.9K
CAL
46
Capital Analysts LLC
Pennsylvania
$76K
Bank of America
47
Bank of America
North Carolina
$75.7K
SS
48
Sunbelt Securities
Texas
$68.7K
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$43.9K
PS
50
Principal Securities
Iowa
$25.4K

GSEP Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF September (GSEP) for Q2 2024, worth a combined $83.2M — down 1.6% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GSEP positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.49M. The largest seller was Raymond James & Associates, cutting an estimated $1.66M.

  • 54 institutional investors held FT Vest US Equity Moderate Buffer ETF September (GSEP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $83.2M of FT Vest US Equity Moderate Buffer ETF September stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Moderate Buffer ETF September positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF September buyer in Q2 2024 was Envestnet Asset Management, an estimated $2.49M added.
  • The largest FT Vest US Equity Moderate Buffer ETF September seller in Q2 2024 was Raymond James & Associates, an estimated $1.66M sold.

Based on aggregated 13F filings for Q2 2024.