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FT Vest US Equity Enhance & Moderate Buffer ETF September

59 hedge funds and large institutions have $80.5M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $73.2M → $80.5M (+$7.23M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.08% less ownership

Funds ownership: 62.7%61.62% (-1.1%)

3% less funds holding

Funds holding: 6159 (-2)

58% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 26

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M -$2.32M -59,357 -18%
GVAG
2
Great Valley Advisor Group
Delaware
$7.64M +$5.41M +138,309 +234%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.59M +$2.95M +75,369 +62%
KAS
4
Kestra Advisory Services
Texas
$7.24M -$311K -7,951 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.82M +$460K +11,741 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.6M +$4.73M +120,812 +243%
BCM
7
Brookstone Capital Management
Illinois
$2.97M -$64.2K -1,640 -2%
CB
8
Chris Bulman
California
$2.87M -$119K -3,031 -4%
MFA
9
Millington Financial Advisors
Illinois
$2.51M -$737K -18,833 -22%
KIA
10
Kraematon Investment Advisors
Massachusetts
$2.25M -$46.6K -1,191 -2%
Mariner
11
Mariner
Kansas
$2.25M -$403K -10,296 -15%
FHC
12
First Heartland Consultants
Missouri
$1.74M +$503K +12,852 +40%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.63M -$480K -12,255 -22%
OMC
14
Old Mission Capital
Illinois
$1.08M -$59.9K -1,529 -5%
CW
15
CreativeOne Wealth
Kansas
$1M +$726K +18,534 +249%
HP
16
Holistic Planning
Texas
$976K -$23.5K -600 -2%
CPA
17
Clear Point Advisors
New York
$837K -$7.83K -200 -0.9%
MA
18
Mutual Advisors
Nebraska
$820K -$74.4K -1,900 -8%
DI
19
Diligent Investors
California
$791K
Ameriprise
20
Ameriprise
Minnesota
$761K -$557K -14,235 -42%
Citadel Advisors
21
Citadel Advisors
Florida
$749K +$758K +19,366 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$640K -$356K -9,085 -35%
SOS
23
Silver Oak Securities
Tennessee
$633K +$237K +6,054 +58%
LPL Financial
24
LPL Financial
California
$569K +$127K +3,253 +28%
LI
25
LifeWealth Investments
Florida
$554K +$561K +14,322 New

XSEP Hedge Fund Activity: Q1 2025 in Review

59 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q1 2025, worth a combined $80.5M — up 9.9% from $73.2M a quarter earlier.

Fund positioning in XSEP was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 26 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $5.41M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.32M.

  • 59 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q1 2025, down from 61 in Q4 2024.
  • Funds reported $80.5M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q1 2025, up 9.9% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q1 2025 and 7 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q1 2025 was Great Valley Advisor Group, an estimated $5.41M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q1 2025 was Commonwealth Equity Services, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2025.