SEPM

FT Vest U.S. Equity Max Buffer ETF - September

26 hedge funds and large institutions have $22.2M invested in FT Vest U.S. Equity Max Buffer ETF - September in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+13
Holders Change %
+100%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$7.45M +$7.45M +249,744 New
EMAM
2
Encompass More Asset Management
California
$2.86M +$2.86M +95,989 New
DLHL
3
Donald L. Hagan LLC
Florida
$1.72M +$1.72M +57,598 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.67M +$662K +22,196 +66%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.4M +$824K +27,616 +144%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.03M +$141K +4,730 +16%
AWM
7
AE Wealth Management
Kansas
$788K +$788K +26,406 New
Citadel Advisors
8
Citadel Advisors
Florida
$618K +$125K +4,179 +25%
OMC
9
Old Mission Capital
Illinois
$594K +$594K +19,916 New
KAS
10
Kestra Advisory Services
Texas
$516K +$516K +17,306 New
Jane Street
11
Jane Street
New York
$406K +$406K +13,609 New
LI
12
LVZ Inc
Michigan
$352K +$352K +11,799 New
WWM
13
WT Wealth Management
Arizona
$336K -$6.25M -209,630 -95%
CAM
14
Creekmur Asset Management
Illinois
$323K +$322K +10,792 +21,161%
BTWM
15
Brass Tax Wealth Management
Ohio
$318K +$28.4K +952 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$309K +$9.93K +333 +3%
NWMG
17
Nicholson Wealth Management Group
South Carolina
$306K +$306K +10,246 New
ACM
18
Anfield Capital Management
California
$249K +$249K +8,336 New
MA
19
Mutual Advisors
Nebraska
$212K
Mariner
20
Mariner
Kansas
$211K
Osaic Holdings
21
Osaic Holdings
Arizona
$206K +$206K +6,890 New
Barclays
22
Barclays
United Kingdom
$157K +$157K +5,260 New
HI
23
Harbour Investments
Wisconsin
$149K +$149K +5,000 New
SPIA
24
Steward Partners Investment Advisory
New York
$20.9K
CIAS
25
Capital Investment Advisory Services
North Carolina
$10.1K