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

$42.72
+0.10 (+0.23%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Buffer ETF September (BATS:FSEP)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$26.97M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$11.11M
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FSEP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2024 Valtinson 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%
2/23/2024 Beacon Financial Group43,237$1.74M0.2%-3.3%0.596%
2/14/2024Brown Wealth Management LLC5,100$205K0.1%N/A0.070%
2/13/2024Stephens 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%
2/8/2024 First 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%
2/6/2024 Valtinson 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%
1/31/2024AIFG Consultants Ltd.6,903$278K0.2%N/A0.095%
1/30/2024 Sloy 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%
1/26/2024 Turtle 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%
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1/16/2024 Raymond James Financial Services Advisors Inc.163,953$6.60M0.0%+83.9%2.261%
1/16/2024 Raymond James & Associates92,913$3.74M0.0%+3.6%1.282%
1/16/2024CoreCap Advisors LLC5,037$203K0.0%N/A0.069%
1/12/2024 Cedar Brook Financial Partners LLC5,310$214K0.0%-29.0%0.073%
1/11/2024Baker Tilly Wealth Management LLC5,464$220K0.0%N/A0.075%
1/10/2024 Creative Financial Designs Inc. ADV9,114$367K0.0%N/A0.126%
1/8/2024 Fragasso Group Inc.43,208$1.74M0.2%+1.6%0.596%
11/14/2023Share Andrew L.6,000$222K0.1%N/A0.083%
11/8/2023 Janney Montgomery Scott LLC13,166$488K0.0%N/A0.182%
11/4/2023 NBC Securities Inc.4,370$162K0.0%N/A0.060%
11/2/20231776 Wealth LLC12,712$471K0.2%N/A0.175%
10/30/2023 Blue Bell Private Wealth Management LLC5,652$210K0.1%+39.5%0.078%
10/16/2023 Beacon Financial Group44,707$1.72M0.2%+182.8%0.617%
10/10/2023 SOA Wealth Advisors LLC.7,379$274K0.1%+49.4%0.102%
7/14/2023 AdvisorNet Financial Inc3,934$149K0.0%N/A0.051%
5/9/20231ST Source Bank8,885$314K0.0%-5.6%0.111%
5/8/2023 Blue Bell Private Wealth Management LLC4,052$143K0.0%-9.9%0.051%
4/28/2023 SOA Wealth Advisors LLC.4,938$175K0.0%-7.4%0.062%
4/28/2023 Strategic Blueprint LLC5,906$209K0.0%N/A0.074%
2/1/2023 Janney Montgomery Scott LLC29,274$980K0.0%-5.4%0.000%
1/10/2023 SOA Wealth Advisors LLC.5,330$178K0.0%N/A0.000%
1/1/2023FSB Premier Wealth Management Inc.85,028$2.68M1.6%+11.0%0.000%
(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, 48 institutional investors and hedge funds held shares of FT Vest U.S. Equity Buffer ETF September. The most heavily invested institutionals were CWM LLC ($16.31M), Commonwealth Equity Services LLC ($13.70M), Raymond James Financial Services Advisors Inc. ($6.60M), McCarthy & Cox ($5.21M), Schulz Wealth LTD. ($5.03M), Keystone Wealth Services LLC ($4.66M), and Raymond James & Associates ($3.74M).Learn more on FSEP's institutional investors.

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

Of the 31 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: CWM LLC ($127.94K), McCarthy & Cox ($122.62K), Schulz Wealth LTD. ($119.95K), Raymond James Financial Services Advisors Inc. ($74.81K), Stephens Inc. AR ($32.43K), Beacon Financial Group ($28.90K), and Strategic Blueprint LLC ($22.10K).

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

Institutional investors have bought a total of 688,219 shares in the last 24 months. This purchase volume represents approximately $27.62M in transactions.

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

Of the 23 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), Valtinson Bruner Financial Planning LLC ($65.30K), Commonwealth Equity Services LLC ($20.63K), Cambridge Investment Research Advisors Inc. ($18.01K), Clear Creek Financial Management LLC ($7.19K), First Heartland Consultants Inc. ($4.95K), and Atria Wealth Solutions Inc. ($3.37K).

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

Institutional investors have sold a total of 273,128 shares in the last 24 months. This volume of shares sold represents approximately $11.22M in transactions.


This page (BATS:FSEP) was last updated on 5/10/2024 by MarketBeat.com Staff

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