Ft Vest Us Eq Max Buf Sep (SEPM) Institutional Ownership $31.10 +0.06 (+0.19%) As of 08/8/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Sep (NYSEARCA:SEPM)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$24.53MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$8.47M Get SEPM Insider Trade Alerts Want to know when executives and insiders are buying or selling Ft Vest Us Eq Max Buf Sep stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SEPM Institutional Buying and Selling by Quarter Ft Vest Us Eq Max Buf Sep Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/8/2025 Cetera Investment Advisers28,616$881K0.0%-13.9%3.815% 8/6/2025 AE Wealth Management LLC12,996$400K0.0%-27.5%1.733% 8/4/2025 Atria Investments Inc7,316$225K0.0%N/A0.975% 7/23/2025 Defined Financial Planning LLC8,884$274K0.2%N/A1.185% 7/18/2025 Donald L. Hagan LLC30,577$941K0.5%-1.4%4.077% 6/27/2025Goldman Sachs Group Inc.9,704$289K0.0%N/A1.294% 5/16/2025Goldman Sachs Group Inc.9,704$289K0.0%N/A1.294% 5/15/2025 Ashton Thomas Securities LLC37,402$1.11M0.3%N/A4.987% 5/9/2025 Encompass More Asset Management96,788$2.88M0.9%+0.8%12.905% 5/6/2025 Cetera Investment Advisers33,217$988K0.0%-40.7%4.429% Get the Latest News and Ratings for SEPM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Ft Vest Us Eq Max Buf Sep and its competitors with MarketBeat's FREE daily newsletter. 5/6/2025 AE Wealth Management LLC17,918$533K0.0%-32.1%2.389% 5/5/2025 Creekmur Asset Management LLC4,373$130K0.0%-59.7%0.583% 4/16/2025 Donald L. Hagan LLC31,014$922K0.5%-46.2%4.135% 2/17/2025 Cetera Investment Advisers56,028$1.67M0.0%+65.6%0.000% 2/17/2025Citadel Advisors LLC20,727$618K0.0%+25.3%0.000% 2/14/2025Jane Street Group LLC13,609$406K0.0%N/A0.000% 2/13/2025Barclays PLC5,260$157K0.0%N/A0.000% 2/12/2025 Creekmur Asset Management LLC10,843$323K0.1%+21,160.8%0.000% 2/12/2025OLD Mission Capital LLC19,916$594K0.0%N/A0.000% 2/10/2025 Harbour Investments Inc.5,000$149K0.0%N/A0.000% 2/10/2025 Commonwealth Equity Services LLC34,426$1.03M0.0%+15.9%0.000% 2/6/2025 LVZ Inc.11,799$352K0.0%N/A0.000% 2/5/2025Anfield Capital Management LLC8,336$249K0.1%N/A0.000% 2/5/2025WT Wealth Management11,255$336K0.1%-94.9%0.000% 2/3/2025 Nicholson Wealth Management Group LLC10,246$306K0.2%N/A0.000% 1/23/2025 Donald L. Hagan LLC57,598$1.72M0.9%N/A0.000% 1/22/2025 Foundations Investment Advisors LLC249,744$7.45M0.1%N/A0.000% 1/21/2025 Encompass More Asset Management95,989$2.86M0.9%N/A0.000% 12/12/2024Brass Tax Wealth Management Inc.9,700$287K0.1%N/A0.000% 10/22/2024WT Wealth Management220,885$6.56M1.6%N/A0.000% (Data available from 1/1/2016 forward) SEPM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SEPM shares? During the previous two years, 21 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Sep. The most heavily invested institutionals were Foundations Investment Advisors LLC ($7.45M), Encompass More Asset Management ($2.88M), Ashton Thomas Securities LLC ($1.11M), Commonwealth Equity Services LLC ($1.03M), Donald L. Hagan LLC ($941K), Cetera Investment Advisers ($881K), and Citadel Advisors LLC ($618K).Learn more on Ft Vest Us Eq Max Buf Sep's institutional investors. Which institutional investors have been buying Ft Vest Us Eq Max Buf Sep's stock? Of the 20 institutional investors that purchased Ft Vest Us Eq Max Buf Sep's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($249.74K), WT Wealth Management ($220.89K), Encompass More Asset Management ($96.79K), Donald L. Hagan LLC ($57.60K), Ashton Thomas Securities LLC ($37.40K), Cetera Investment Advisers ($22.20K), and OLD Mission Capital LLC ($19.92K). How much institutional buying is happening at Ft Vest Us Eq Max Buf Sep? Institutional investors have bought a total of 823,788 shares in the last 24 months. This purchase volume represents approximately $24.53M in transactions. Which of Ft Vest Us Eq Max Buf Sep's major shareholders have been selling company stock? The following institutional investors have sold Ft Vest Us Eq Max Buf Sep stock in the last 24 months: WT Wealth Management ($209.63K), Cetera Investment Advisers ($27.41K), Donald L. Hagan LLC ($27.02K), AE Wealth Management LLC ($13.41K), and Creekmur Asset Management LLC ($6.47K). How much institutional selling is happening at Ft Vest Us Eq Max Buf Sep? Institutional investors have sold a total of 283,943 shares in the last 24 months. This volume of shares sold represents approximately $8.47M in transactions. Related Companies 2x Bitcoin Strategy ETF Institutional Ownership Eaton Vance Enhanced Equity Income Fund II Institutional Ownership Fidelity Covington Trust Fideli Institutional Ownership Fidelity Wise Origin Bitcoin Fund Institutional Ownership Ft Vest Emg Mrkt Buf Sept Institutional Ownership FT Vest U.S. Equity Enhance & Moderate Buffer ETF - February Institutional Ownership FT Vest U.S. Small Cap Moderate Buffer ETF – February Institutional Ownership Ft Vst Nsdq Cons Buf Jan Institutional Ownership iShares High Yield Muni Active ETF Institutional Ownership iShares iBonds Dec 2031 Term Muni Bond ETF Institutional Ownership This page (NYSEARCA:SEPM) was last updated on 8/10/2025 by MarketBeat.com Staff From Our Partners#1 Pre-IPO Opportunity For 2025 [Take Action Now!]James Altucher has scored 37X and even 60X returns on past pre-IPO deals. 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