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FT Vest U.S. Equity Buffer ETF - September (FSEP) Institutional Ownership

FT Vest U.S. Equity Buffer ETF - September logo
$44.79
+0.19 (+0.43%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Buffer ETF - September (BATS:FSEP)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$49.32M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$21.67M
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FSEP Institutional Buying and Selling by Quarter

FT Vest U.S. Equity Buffer ETF - September Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc22,017$989K0.0%N/A0.182%
11/1/2024Acorn Financial Advisory Services Inc. ADV13,434$604K0.1%-18.3%0.111%
11/1/2024PFS Partners LLC675$30K0.0%N/A0.006%
11/1/2024Assetmark Inc.67,253$3.02M0.0%+198.5%0.556%
10/31/2024 TFB Advisors LLC10,304$463K0.1%+8.9%0.085%
10/30/2024 Hanlon Investment Management Inc.5,679$255K0.1%N/A0.047%
10/29/2024 Janney Montgomery Scott LLC58,664$2.64M0.0%+314.6%0.485%
10/28/2024 Creative Financial Designs Inc. ADV8,837$397K0.0%-3.1%0.073%
10/25/2024 Schulz Wealth LTD.117,782$5.29M4.1%+0.6%0.973%
10/25/2024 Strategic Blueprint LLC93,408$4.20M0.3%+646.7%0.772%
10/23/2024 Commonwealth Financial Services LLC175,980$7.86M1.6%N/A1.454%
10/21/2024 Integrity Financial Corp WA29,514$1.33M0.8%+4.5%0.244%
10/18/2024Raymond James & Associates86,257$3.88M0.0%+1.8%0.713%
10/17/2024Sloy Dahl & Holst LLC31,696$1.42M0.2%-1.0%0.262%
10/16/2024 Bleakley Financial Group LLC8,147$366K0.0%N/A0.067%
10/16/2024 McKinley Carter Wealth Services Inc.23,809$1.07M0.1%+10.4%0.197%
10/15/2024 Keystone Wealth Services LLC107,435$4.83M1.3%+3.9%0.888%
10/15/2024 NBC Securities Inc.2,959$132K0.0%-14.4%0.024%
10/10/2024 McCarthy & Cox119,899$5.39M2.1%+1.1%0.991%
10/10/2024 Concourse Financial Group Securities Inc.10,039$451K0.0%+12.3%0.083%
10/10/2024 Lion Street Advisors LLC15,650$703K0.2%N/A0.129%
10/8/2024 CWM LLC322,515$14.49M0.1%+9.6%2.665%
10/8/2024 Brookstone Capital Management6,332$285K0.0%N/A0.052%
9/11/2024 Summit Wealth Partners LLC7,314$320K0.1%-16.1%0.060%
9/5/2024Sanctuary Advisors LLC43,472$1.83M0.0%N/A0.359%
8/22/2024Cetera Investment Advisers50,141$2.19M0.0%-27.6%0.414%
8/21/2024Truist Financial Corp8,693$380K0.0%-9.9%0.072%
8/19/2024B. Riley Wealth Advisors Inc.7,053$309K0.0%+10.3%0.058%
8/16/2024Sunbelt Securities Inc.14,969$655K0.1%-3.8%0.124%
8/16/2024NewEdge Advisors LLC29,030$1.27M0.0%-17.0%0.240%
8/8/2024 Prosperity Consulting Group LLC9,837$430K0.1%-6.4%0.081%
8/8/2024Envestnet Asset Management Inc.103,030$4.51M0.0%-7.2%0.851%
8/8/2024Thoroughbred Financial Services LLC28,024$1.23M0.1%-4.9%0.232%
8/8/2024CoreCap Advisors LLC9,122$399K0.0%N/A0.075%
8/8/2024Main Street Financial Solutions LLC11,799$516K0.0%-7.1%0.098%
8/5/2024 Blue Bell Private Wealth Management LLC14,979$655K0.1%-2.0%0.124%
8/2/2024FSB Premier Wealth Management Inc.11,245$492K0.2%-70.7%0.093%
7/31/2024Commonwealth Equity Services LLC315,642$13.81M0.0%-2.1%2.609%
7/30/2024 Integrity Financial Corp WA28,243$1.24M0.8%-9.2%0.233%
7/30/2024 TFB Advisors LLC9,463$414K0.1%N/A0.078%
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7/27/2024 Strategic Blueprint LLC12,510$547K0.0%-17.9%0.103%
7/26/2024Harbour Investments Inc.49,133$2.15M0.1%-25.7%0.406%
7/26/2024 Cambridge Investment Research Advisors Inc.55,056$2.41M0.0%-12.1%0.455%
7/26/2024Signature Estate & Investment Advisors LLC5,836$255K0.0%N/A0.048%
7/23/2024 Concourse Financial Group Securities Inc.8,941$391K0.0%-46.0%0.074%
7/22/2024Sloy Dahl & Holst LLC32,016$1.40M0.3%-3.9%0.265%
7/19/2024Raymond James & Associates84,731$3.71M0.0%-7.1%0.700%
7/17/2024 SOA Wealth Advisors LLC.7,142$313K0.1%-3.2%0.059%
7/13/2024 Keystone Wealth Services LLC103,384$4.52M1.4%-5.8%0.854%
7/12/2024 Diversify Advisory Services LLC8,282$364K0.0%N/A0.068%
7/10/2024 Albion Financial Group UT1,600$70K0.0%N/A0.013%
7/10/2024 CWM LLC294,199$12.87M0.1%-18.2%2.431%
7/9/2024 Kingswood Wealth Advisors LLC10,500$459K0.0%-3.7%0.087%
6/28/2024 Bright Futures Wealth Management LLC.4,800$210K0.1%N/A0.040%
5/24/2024Cetera Advisors LLC36,593$1.56M0.0%+8.8%0.302%
5/24/2024Cetera Investment Advisers69,275$2.94M0.0%-5.8%0.573%
5/16/2024B. Riley Wealth Advisors Inc.6,393$272K0.0%-9.4%0.053%
5/10/2024Osaic Holdings Inc.299,243$12.72M0.0%-12.4%2.473%
5/8/2024Avantax Advisory Services Inc.12,161$517K0.0%-2.3%0.101%
5/3/2024 Integrity Financial Corp WA31,110$1.32M0.9%-1.4%0.261%
5/1/2024 Janney Montgomery Scott LLC15,940$677K0.0%-6.7%0.134%
5/1/2024 Concourse Financial Group Securities Inc.16,566$704K0.0%+77.6%0.139%
5/1/2024 Prosperity Consulting Group LLC10,510$447K0.1%-12.5%0.088%
5/1/2024 McCarthy & Cox122,616$5.21M2.0%N/A1.028%
4/30/2024Valtinson Bruner Financial Planning LLC42,664$1.81M0.8%-60.0%0.358%
4/29/2024Commonwealth Equity Services LLC322,379$13.70M0.0%-6.0%2.702%
4/25/2024 Cambridge Investment Research Advisors Inc.62,620$2.66M0.0%-22.3%0.525%
4/24/2024 Blue Bell Private Wealth Management LLC15,280$649K0.1%-2.0%0.128%
4/23/2024 Strategic Blueprint LLC15,230$647K0.0%-5.9%0.128%
4/12/2024 Keystone Wealth Services LLC109,732$4.66M1.5%-0.3%1.514%
4/10/2024 Schulz Wealth LTD.118,458$5.03M4.3%-1.2%1.634%
3/15/2024B. Riley Wealth Advisors Inc.7,053$284K0.0%+10.3%0.097%
2/23/2024Beacon Financial Group43,237$1.74M0.2%-3.3%0.596%
2/14/2024Brown Wealth Management LLC5,100$205K0.1%N/A0.070%
2/13/2024 Stephens Inc. AR32,430$1.31M0.0%N/A0.447%
2/13/2024Arbor Capital Management Inc. ADV8,037$320K0.2%-16.2%0.111%
2/12/2024 Schulz Wealth LTD.119,954$4.83M4.6%N/A1.655%
2/9/2024CreativeOne Wealth LLC15,573$627K0.0%-89.6%0.215%
2/8/2024First Heartland Consultants Inc.8,140$328K0.0%-37.8%0.112%
2/8/2024Beacon Pointe Advisors LLC13,636$549K0.0%-5.1%0.188%
2/8/2024 Janney Montgomery Scott LLC17,092$688K0.0%+29.8%0.236%
2/7/2024Darwin Wealth Management LLC14,798$595K0.2%+53.9%0.204%
2/6/2024Valtinson Bruner Financial Planning LLC106,568$4.29M2.2%-1.3%1.470%
2/2/2024Truist Financial Corp13,020$524K0.0%+54.5%0.180%
2/2/2024Atria Wealth Solutions Inc.43,860$1.77M0.0%-7.1%0.605%
2/1/2024 CWM LLC405,343$16.31M0.1%+46.1%5.591%
1/31/2024 Opes Wealth Management LLC6,711$270K0.1%+19.8%0.093%
1/31/2024 AIFG Consultants Ltd.6,903$278K0.2%N/A0.095%
1/30/2024Sloy Dahl & Holst LLC33,306$1.34M0.3%+155.9%0.459%
1/30/2024 DHJJ Financial Advisors Ltd.17,393$700K0.3%+8.7%0.240%
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1/26/2024Turtle Creek Wealth Advisors LLC860$35K0.0%N/A0.012%
1/25/2024 Strategic Blueprint LLC16,193$652K0.1%N/A0.223%
1/25/2024 Blue Bell Private Wealth Management LLC15,586$627K0.1%+175.8%0.215%
1/24/2024 Clear Creek Financial Management LLC5,679$229K0.0%-55.9%0.078%
1/23/2024 Panoramic Investment Advisors LLC7,865$316K0.3%-13.4%0.108%
1/17/2024 Keystone Wealth Services LLC110,022$4.43M1.5%-1.0%1.518%
1/17/2024Acorn Financial Advisory Services Inc. ADV17,037$686K0.1%-8.1%0.235%
1/16/2024 Kingswood Wealth Advisors LLC10,800$435K0.0%N/A0.149%
1/16/2024Raymond James Financial Services Advisors Inc.163,953$6.60M0.0%+83.9%2.261%
1/16/2024Raymond James & Associates92,913$3.74M0.0%+3.6%1.282%
(Data available from 1/1/2016 forward)

FSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSEP shares?

During the previous two years, 73 institutional investors and hedge funds held shares of FT Vest U.S. Equity Buffer ETF - September. The most heavily invested institutionals were CWM LLC ($14.49M), Commonwealth Equity Services LLC ($13.81M), Osaic Holdings Inc. ($12.72M), Commonwealth Financial Services LLC ($7.86M), Raymond James Financial Services Advisors Inc. ($6.60M), McCarthy & Cox ($5.39M), and Schulz Wealth LTD. ($5.29M).Learn more on FSEP's institutional investors.

Which institutional investors have been buying FT Vest U.S. Equity Buffer ETF - September stock?

Of the 49 institutional investors that purchased FT Vest U.S. Equity Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Financial Services LLC ($175.98K), CWM LLC ($156.25K), McCarthy & Cox ($123.90K), Schulz Wealth LTD. ($120.68K), Strategic Blueprint LLC ($103.00K), Raymond James Financial Services Advisors Inc. ($74.81K), and Janney Montgomery Scott LLC ($61.61K).

How much institutional buying is happening at FT Vest U.S. Equity Buffer ETF - September?

Institutional investors have bought a total of 1,220,386 shares in the last 24 months. This purchase volume represents approximately $51.34M in transactions.

Which FT Vest U.S. Equity Buffer ETF - September major shareholders have been selling company stock?

Of the 42 institutional investors that sold FT Vest U.S. Equity Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CreativeOne Wealth LLC ($134.46K), CWM LLC ($65.31K), Valtinson Bruner Financial Planning LLC ($65.30K), Osaic Holdings Inc. ($42.28K), Commonwealth Equity Services LLC ($27.37K), FSB Premier Wealth Management Inc. ($27.18K), and Cambridge Investment Research Advisors Inc. ($25.57K).

How much institutional selling is happening at FT Vest U.S. Equity Buffer ETF - September?

Institutional investors have sold a total of 515,540 shares in the last 24 months. This volume of shares sold represents approximately $21.77M in transactions.


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This page (BATS:FSEP) was last updated on 11/2/2024 by MarketBeat.com Staff
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