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Ft Vest Us Eq Max Buf Sep (SEPM) Institutional Ownership

$30.13 -0.08 (-0.26%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Sep (NYSEARCA:SEPM)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$22.31M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$6.25M
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SEPM Institutional Buying and Selling by Quarter

Ft Vest Us Eq Max Buf Sep Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers56,028$1.67M0.0%+65.6%0.000%
2/17/2025 Citadel Advisors LLC20,727$618K0.0%+25.3%0.000%
2/14/2025 Jane Street Group LLC13,609$406K0.0%N/A0.000%
2/13/2025 Barclays PLC5,260$157K0.0%N/A0.000%
2/12/2025 Creekmur Asset Management LLC10,843$323K0.1%+21,160.8%0.000%
2/12/2025 OLD 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%
2/5/2025 Anfield Capital Management LLC8,336$249K0.1%N/A0.000%
2/5/2025 WT 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%
10/22/2024 WT 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, 16 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 ($2.86M), Donald L. Hagan LLC ($1.72M), Cetera Investment Advisers ($1.67M), Commonwealth Equity Services LLC ($1.03M), Citadel Advisors LLC ($618K), and OLD Mission Capital LLC ($594K).Learn more on SEPM's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Sep stock?

Of the 16 institutional investors that purchased Ft Vest Us Eq Max Buf Sep 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 ($95.99K), Donald L. Hagan LLC ($57.60K), Cetera Investment Advisers ($22.20K), OLD Mission Capital LLC ($19.92K), and Jane Street Group LLC ($13.61K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Sep?

Institutional investors have bought a total of 749,979 shares in the last 24 months. This purchase volume represents approximately $22.31M in transactions.

Which Ft Vest Us Eq Max Buf Sep 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).

How much institutional selling is happening at Ft Vest Us Eq Max Buf Sep?

Institutional investors have sold a total of 209,630 shares in the last 24 months. This volume of shares sold represents approximately $6.25M in transactions.



This page (NYSEARCA:SEPM) was last updated on 2/22/2025 by MarketBeat.com Staff
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