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

$42.17
+0.25 (+0.60%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$21.66M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$7.43M
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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
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%
2/13/2024Stephens 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%
2/8/2024First Heartland Consultants Inc.8,140$328K0.0%-37.8%0.112%
2/8/2024Beacon Pointe Advisors LLC13,636$549K0.0%-5.1%0.188%
2/8/2024Janney 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%
1/31/2024Opes 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%
1/26/2024Turtle 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%
1/24/2024Clear 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%
1/16/2024 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%
1/10/2024Creative 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%
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11/8/2023Janney 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%
10/16/2023Beacon 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%
2/1/2023Janney 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, 42 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), Raymond James Financial Services Advisors Inc. ($6.60M), Schulz Wealth LTD. ($5.03M), Keystone Wealth Services LLC ($4.66M), Valtinson Bruner Financial Planning LLC ($4.29M), Raymond James & Associates ($3.74M), and FSB Premier Wealth Management Inc. ($2.68M).Learn more on FSEP's institutional investors.

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

Of the 29 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), Schulz Wealth LTD. ($119.95K), Raymond James Financial Services Advisors Inc. ($74.81K), Stephens Inc. AR ($32.43K), Beacon Financial Group ($28.90K), Strategic Blueprint LLC ($22.10K), and Sloy Dahl & Holst LLC ($20.29K).

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

Institutional investors have bought a total of 558,363 shares in the last 24 months. This purchase volume represents approximately $22.10M in transactions.

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

Of the 19 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), Cambridge Investment Research Advisors Inc. ($18.01K), Clear Creek Financial Management LLC ($7.19K), First Heartland Consultants Inc. ($4.95K), Atria Wealth Solutions Inc. ($3.37K), Cedar Brook Financial Partners LLC ($2.17K), and Janney Montgomery Scott LLC ($1.66K).

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

Institutional investors have sold a total of 185,207 shares in the last 24 months. This volume of shares sold represents approximately $7.48M in transactions.


This page (BATS:FSEP) was last updated on 4/27/2024 by MarketBeat.com Staff

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