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FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) Institutional Ownership

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As of 01/21/2025 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (BATS:XSEP)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.44M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.10M
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XSEP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024Cetera Advisors LLC48,819$1.81M0.0%-42.5%1.403%
5/24/2024Cetera Investment Advisers124,711$4.62M0.0%+103.3%3.584%
5/10/2024Osaic Holdings Inc.209,023$7.74M0.0%-6.3%6.006%
5/2/2024Lincoln National Corp111,057$4.11M0.1%-0.4%3.191%
5/1/2024 Janney Montgomery Scott LLC5,600$207K0.0%-21.1%0.161%
5/1/2024Grant Street Asset Management Inc.8,990$333K0.1%-23.0%0.258%
4/29/2024Commonwealth Equity Services LLC571,768$21.18M0.0%-2.6%15.971%
4/22/2024Echo Wealth Management LLC6,284$233K0.2%-54.1%0.176%
4/16/2024 Cambridge Advisors Inc.17,970$666K0.2%-2.7%0.502%
2/9/2024Advisory Services Network LLC6,146$221K0.0%N/A0.217%
2/9/2024Cambridge Investment Research Advisors Inc.42,259$1.52M0.0%+48.3%1.493%
2/9/2024CreativeOne Wealth LLC8,213$295K0.0%N/A0.290%
2/8/2024First Heartland Consultants Inc.46,013$1.65M0.2%-0.7%1.626%
2/7/2024Integrity Financial Corp WA10,054$361K0.3%-16.1%0.355%
2/7/2024Concourse Financial Group Securities Inc.7,446$267K0.0%+21.3%0.263%
2/7/2024Arlington Capital Management Inc.5,795$208K0.2%N/A0.205%
2/6/2024Lincoln National Corp111,557$4.00M0.1%+1.2%3.942%
2/6/2024Commonwealth Equity Services LLC586,754$21.06M0.0%+22.2%20.733%
2/5/2024Kestra Private Wealth Services LLC11,192$402K0.0%-17.1%0.395%
2/5/2024Silver Oak Securities Incorporated7,639$274K0.0%N/A0.270%
2/1/2024Millington Financial Advisors LLC98,685$3.54M2.8%N/A3.487%
1/29/2024PFS Partners LLC3,412$122K0.1%+84.4%0.121%
1/25/2024Grant Street Asset Management Inc.11,675$419K0.1%-7.2%0.413%
1/25/2024Blue Bell Private Wealth Management LLC2,400$86K0.0%N/A0.085%
1/23/2024Crown Wealth Group LLC10,900$391K0.2%-5.2%0.385%
1/17/2024Echo Wealth Management LLC13,689$491K0.5%-2.1%0.484%
1/12/2024 Mutual Advisors LLC25,570$918K0.0%+31.7%0.904%
1/12/2024 Kraematon Investment Advisors Inc.61,100$2.19M2.4%N/A2.159%
1/11/2024LexAurum Advisors LLC11,106$399K0.1%N/A0.392%
1/11/2024Diligent Investors LLC20,481$735K0.2%+28.2%0.724%
1/5/2024WealthPlan Investment Management LLC50,688$1.82M0.3%-46.5%1.791%
12/6/2023Grant Street Asset Management Inc.12,577$426K0.2%-7.8%0.444%
12/1/2023PFS Partners LLC1,850$63K0.1%N/A0.065%
11/15/2023WealthPlan Investment Management LLC94,701$3.21M0.4%-48.4%3.346%
11/14/2023 Mutual Advisors LLC19,419$658K0.0%+4.2%0.686%
11/13/2023Bison Wealth LLC9,264$314K0.1%N/A0.327%
11/13/2023Envestnet Asset Management Inc.129,400$4.39M0.0%+0.8%4.572%
11/13/2023Wealthsource Partners LLC13,124$445K0.0%+4.8%0.464%
11/13/2023Kestra Advisory Services LLC84,515$2.87M0.0%+9.0%2.986%
11/9/2023First Heartland Consultants Inc.46,331$1.57M0.2%-75.1%1.637%
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11/8/2023 Janney Montgomery Scott LLC6,600$224K0.0%N/A0.233%
11/8/2023Atria Wealth Solutions Inc.6,252$212K0.0%-82.3%0.221%
11/8/2023Kestra Private Wealth Services LLC13,497$458K0.0%-96.5%0.477%
11/7/2023Cape Investment Advisory Inc.4,558$155K0.1%+60.9%0.161%
11/6/2023Lincoln National Corp110,214$3.74M0.1%-9.2%3.894%
11/6/2023Diligent Investors LLC15,981$542K0.2%N/A0.565%
11/2/2023WealthPlan Investment Management LLC61,472$2.08M0.2%-66.5%2.172%
10/25/2023Crown Wealth Group LLC11,500$390K0.3%N/A0.406%
10/24/2023Cambridge Investment Research Advisors Inc.28,493$966K0.0%+64.3%1.007%
10/23/2023Commonwealth Equity Services LLC480,315$16.29M0.0%+120.4%16.972%
10/20/2023Echo Wealth Management LLC13,986$474K0.5%-3.6%0.494%
10/18/2023 Cambridge Advisors Inc.18,455$626K0.2%+180.3%0.652%
10/12/2023IFP Advisors Inc2,231$76K0.0%-97.8%0.079%
10/11/2023AE Wealth Management LLC26,082$884K0.0%-1.8%0.922%
8/15/2023Grant Street Asset Management Inc.13,643$462K0.2%-12.4%0.482%
8/11/2023Kestra Advisory Services LLC77,503$2.63M0.0%+8.6%2.739%
8/10/2023Osaic Holdings Inc.335,261$11.37M0.0%+28.6%11.847%
8/10/2023Commonwealth Equity Services LLC217,887$7.39M0.0%-49.6%7.699%
8/10/2023Cetera Investment Advisers69,209$2.35M0.0%-14.5%2.446%
8/8/2023Kestra Private Wealth Services LLC381,116$12.92M0.4%-1.9%13.467%
8/4/2023Envestnet Asset Management Inc.128,404$4.35M0.0%-38.6%4.537%
8/3/2023Atria Wealth Solutions Inc.35,251$1.20M0.0%+246.4%1.246%
7/31/2023Echo Wealth Management LLC14,514$494K0.5%+4.0%0.292%
7/31/2023 Mutual Advisors LLC18,629$632K0.0%-15.8%0.375%
7/31/2023WealthPLAN Partners LLC23,418$794K0.1%-64.4%0.471%
7/26/2023First Heartland Consultants Inc.186,312$6.32M0.8%-64.3%3.749%
7/25/2023WealthPlan Investment Management LLC183,460$871K0.2%+86.3%3.691%
7/13/2023Cambridge Investment Research Advisors Inc.17,343$588K0.0%-62.3%0.349%
7/6/2023 HBW Advisory Services LLC21,439$727K0.2%-71.0%0.431%
6/14/2023Atria Wealth Solutions Inc.10,177$330K0.0%N/A0.187%
5/16/2023Grant Street Asset Management Inc.15,581$505K0.2%-25.2%0.287%
5/12/2023OLD Mission Capital LLC200,127$6.49M0.1%N/A3.686%
5/12/2023HighTower Advisors LLC412,336$13.37M0.0%-0.2%7.594%
5/11/2023Cambridge Investment Research Advisors Inc.45,993$1.49M0.0%+43.5%0.847%
5/11/2023Commonwealth Equity Services LLC432,616$14.03M0.0%-22.7%7.967%
5/10/2023Atria Investments Inc163,733$5.31M0.1%-0.5%3.015%
5/10/2023WealthPLAN Partners LLC65,847$2.14M0.2%-57.4%1.213%
5/8/2023WealthPlan Investment Management LLC98,487$3.19M0.5%-36.3%1.814%
5/2/2023Lincoln National Corp121,405$3.94M0.1%+1.4%2.236%
4/28/2023Avantax Advisory Services Inc.13,427$435K0.0%-21.7%0.247%
4/28/2023Echo Wealth Management LLC13,958$453K0.5%-2.3%0.257%
4/25/2023Advisor Resource Council33,808$1.10M0.3%+21.6%0.623%
4/18/2023IFP Advisors Inc100,366$3.02M0.1%-18.6%1.581%
4/14/2023AE Wealth Management LLC26,733$867K0.0%-11.8%0.421%
4/11/2023 Mutual Advisors LLC22,129$717K0.0%-5.5%0.348%
4/11/2023LexAurum Advisors LLC88,990$2.89M1.0%+3.1%1.401%
3/15/2023B. Riley Wealth Advisors Inc.60,143$1.86M0.0%N/A0.000%
2/21/2023B. Riley Wealth Advisors Inc.60,143$1.86M0.0%N/A0.000%
2/14/2023Grant Street Asset Management Inc.20,834$644K0.3%N/A0.000%
2/10/2023Advisor Group Holdings Inc.423,732$13.10M0.0%N/A0.000%
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2/10/2023Arlington Capital Management Inc.9,957$308K0.3%N/A0.000%
2/10/2023Wealthsource Partners LLC65,555$2.03M0.1%-4.5%0.000%
2/9/2023HBK Sorce Advisory LLC13,462$416K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC413,306$12.79M0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.32,060$991K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC559,356$17.30M0.0%+449.8%0.000%
2/7/2023IFP Advisors Inc123,319$3.71M0.1%N/A0.000%
2/7/2023Envestnet Asset Management Inc.257,584$7.96M0.0%N/A0.000%
2/1/2023Kestra Private Wealth Services LLC350,075$10.82M0.5%N/A0.000%
1/31/2023Atria Investments Inc164,490$5.09M0.1%+6.7%0.000%
(Data available from 1/1/2016 forward)

XSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSEP shares?

During the previous two years, 46 institutional investors and hedge funds held shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September. The most heavily invested institutionals were Commonwealth Equity Services LLC ($21.18M), HighTower Advisors LLC ($13.37M), Advisor Group Holdings Inc. ($13.10M), Osaic Holdings Inc. ($7.74M), OLD Mission Capital LLC ($6.49M), Caliber Wealth Management LLC ($5.64M), and Atria Investments Inc ($5.31M).Learn more on XSEP's institutional investors.

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

Of the 41 institutional investors that purchased FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($826.49K), Advisor Group Holdings Inc. ($423.73K), HighTower Advisors LLC ($413.31K), Kestra Private Wealth Services LLC ($350.08K), Envestnet Asset Management Inc. ($258.58K), OLD Mission Capital LLC ($200.13K), and Caliber Wealth Management LLC ($182.50K).

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

Institutional investors have bought a total of 3,797,001 shares in the last 24 months. This purchase volume represents approximately $121.40M in transactions.

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

Of the 26 institutional investors that sold FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Heartland Consultants Inc. ($476.20K), Kestra Private Wealth Services LLC ($377.23K), Commonwealth Equity Services LLC ($356.46K), WealthPlan Investment Management LLC ($311.00K), WealthPLAN Partners LLC ($131.31K), IFP Advisors Inc ($121.09K), and Envestnet Asset Management Inc. ($80.77K).

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

Institutional investors have sold a total of 2,086,875 shares in the last 24 months. This volume of shares sold represents approximately $70.61M in transactions.


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This page (BATS:XSEP) was last updated on 1/22/2025 by MarketBeat.com Staff
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