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

FT Vest U.S. Equity Buffer ETF - September logo
$55.10 +0.05 (+0.09%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$109.31M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$25.13M
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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
7/10/2026 Accel Wealth Management21,691$1.20M0.3%-6.4%0.124%
7/10/2026 Wealthcare Advisory Partners LLC741,908$40.86M0.8%+1.1%4.252%
7/7/2026 Legacy Solutions LLC20,674$1.14M0.9%-10.5%0.118%
7/7/2026 CoreCap Advisors LLC17,554$967K0.0%+2.3%0.101%
7/1/2026 Noble Wealth Management PBC4,515$249K0.1%-25.2%0.026%
6/3/2026NewEdge Advisors LLC102,436$5.16M0.0%+590.0%0.587%
5/28/2026Cozad Asset Management Inc.18,767$945K0.1%+3.5%0.108%
5/20/2026 SOA Wealth Advisors LLC.6,031$305K0.0%-47.2%0.035%
5/19/2026NewEdge Advisors LLC101,636$5.12M0.1%+584.6%0.582%
5/18/2026Sunbelt Securities Inc.10,221$514K0.0%+10.8%0.059%
5/18/2026Royal Bank of Canada24,064$1.21M0.0%-2.5%0.138%
5/15/2026Gateway Wealth Partners LLC6,870$346K0.0%N/A0.039%
5/13/2026Cetera Investment Advisers368,071$18.53M0.0%-3.5%2.109%
5/13/2026First Trust Advisors LP5,757$290K0.0%+9.1%0.033%
5/7/2026Parallel Advisors LLC3,000$151K0.0%+500.0%0.017%
5/7/2026 World Equity Group Inc.11,215$564K0.1%-11.2%0.064%
5/6/2026Assetmark Inc.279,992$14.09M0.0%+11.4%1.605%
5/5/2026Sanctuary Advisors LLC16,137$812K0.0%-11.8%0.092%
5/2/2026Diversify Wealth Management LLC8,283$441K0.0%N/A0.047%
5/1/2026 Darwin Wealth Management LLC1,718$86K0.0%-70.2%0.010%
5/1/2026Arbor Capital Management Inc. ADV7,549$387K0.3%-8.3%0.043%
4/30/2026 Beacon Financial Group17,465$879K0.1%-5.6%0.100%
4/30/2026Kestra Advisory Services LLC162,442$8.18M0.0%+12.8%0.931%
4/28/2026Stephens Inc. AR6,702$337K0.0%-71.4%0.038%
4/27/2026World Investment Advisors4,634$233K0.0%-5.5%0.027%
4/22/2026Janney Montgomery Scott LLC27,146$1.37M0.0%+1.1%0.156%
4/22/2026FWG Investments LLC.28,875$1.45M0.9%-4.0%0.165%
4/20/2026Kestra Private Wealth Services LLC8,240$415K0.0%-10.5%0.047%
4/20/2026 RFG Advisory LLC15,456$778K0.0%+10.4%0.089%
4/18/2026Faithward Advisors LLC3,988$201K0.0%N/A0.023%
4/17/2026Signal Advisors Wealth LLC37,727$1.90M0.1%+4.2%0.216%
4/17/2026 Brookstone Capital Management13,302$669K0.0%-7.7%0.076%
4/16/2026Triad Wealth Partners LLC4,361$219K0.0%N/A0.025%
4/16/2026Founders Financial Securities LLC28,755$1.49M0.1%+9.4%0.165%
3/17/2026Rockefeller Capital Management L.P.21,379$1.10M0.0%+76.6%0.123%
3/13/2026World Investment Advisors4,906$253K0.0%N/A0.028%
2/20/2026Sunbelt Securities Inc.9,225$476K0.0%-13.2%0.053%
2/19/2026Axxcess Wealth Management LLC5,769$297K0.0%N/A0.033%
2/18/2026NewEdge Advisors LLC14,846$765K0.0%-8.4%0.085%
2/18/2026VestGen Investment Management19,157$988K0.5%+14.1%0.110%
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2/18/2026OLD Mission Capital LLC13,127$677K0.0%N/A0.075%
2/17/2026Cetera Investment Advisers381,335$19.66M0.0%-7.5%2.185%
2/17/2026Osaic Holdings Inc.308,536$15.91M0.0%-8.3%1.768%
2/17/2026American Alpha Advisors LLC22,468$1.16M0.7%-34.3%0.129%
2/16/2026MML Investors Services LLC67,038$3.46M0.0%+57.3%0.384%
2/16/2026Mariner LLC17,300$892K0.0%-7.7%0.099%
2/16/2026Motiv8 Investments LLC9,327$481K0.3%-4.5%0.053%
2/16/2026Integrity Financial Corp WA43,472$2.24M1.1%+27.2%0.249%
2/16/2026Barclays PLC2,897$149K0.0%N/A0.017%
2/13/2026CreativeOne Wealth LLC73,219$3.78M0.1%+9.4%0.420%
2/13/2026Kestra Advisory Services LLC143,973$7.42M0.0%+3.0%0.825%
2/13/2026First Trust Advisors LP5,276$272K0.0%N/A0.030%
2/13/2026Allie Family Office LLC5,950$307K0.1%-45.5%0.034%
2/12/2026Insigneo Advisory Services LLC8,619$444K0.0%+36.3%0.049%
2/12/2026 TopTier Wealth Management LLC5,755$297K0.2%N/A0.033%
2/12/2026Commonwealth Equity Services LLC298,960$15.41M0.0%-2.5%1.713%
2/12/2026Wood Tarver Financial Group LLC18,648$961K0.3%+140.3%0.107%
2/12/2026Steward Partners Investment Advisory LLC36,746$1.90M0.0%+4.3%0.211%
2/11/2026Janney Montgomery Scott LLC26,852$1.38M0.0%+6.7%0.154%
2/11/2026LPL Financial LLC243,763$12.57M0.0%+5.4%1.397%
2/11/2026Parallel Advisors LLC500$26K0.0%N/A0.003%
2/10/2026 Evolution Wealth Management Inc.1,750$90K0.1%-38.1%0.010%
2/10/2026REAP Financial Group LLC138,780$7.16M1.5%-1.2%0.795%
2/10/2026Goldman Sachs Group Inc.4,596$237K0.0%N/A0.026%
2/10/2026Founders Financial Securities LLC26,286$1.36M0.1%+13.0%0.151%
2/10/2026Foundations Investment Advisors LLC18,554$957K0.0%+9.0%0.106%
2/9/2026Integrity Alliance LLC.19,650$1.01M0.0%N/A0.113%
2/9/2026Bleakley Financial Group LLC24,698$1.27M0.0%+1.6%0.142%
2/9/2026Blue Bell Private Wealth Management LLC26,991$1.39M0.2%+4.5%0.155%
2/9/2026Harbour Investments Inc.64,384$3.32M0.1%+16.5%0.369%
2/9/2026 Prospera Financial Services Inc68,928$3.55M0.1%-3.1%0.395%
2/6/2026 Ignite Planners LLC12,462$648K0.1%+13.4%0.071%
2/6/2026Axxcess Wealth Management LLC5,769$297K0.0%N/A0.033%
2/6/2026 IFP Advisors Inc3,372$174K0.0%+8.0%0.019%
2/6/2026McKinley Carter Wealth Services Inc.26,406$1.36M0.1%+4.5%0.151%
2/6/2026Csenge Advisory Group4,631$239K0.0%N/A0.027%
2/6/2026HighTower Advisors LLC8,406$433K0.0%+14.2%0.048%
2/5/2026Stephens Inc. AR23,422$1.21M0.0%-34.2%0.134%
2/5/2026Schulz Wealth LTD.102,053$5.26M3.4%-3.7%0.585%
2/5/2026Atria Investments Inc143,123$7.38M0.1%-1.1%0.820%
2/4/2026Ameritas Advisory Services LLC9,148$472K0.0%-21.8%0.052%
2/4/2026Topsail Wealth Management LLC1,143$59K0.0%+35.6%0.007%
2/4/2026Sloy Dahl & Holst LLC30,482$1.57M0.2%-1.9%0.175%
2/3/2026FSB Premier Wealth Management Inc.21,710$1.12M0.4%+7.2%0.124%
2/3/2026MGO One Seven LLC22,470$1.16M0.0%+17.1%0.129%
2/3/2026 RFG Advisory LLC14,006$722K0.0%+10.5%0.080%
2/2/2026Truist Financial Corp26,128$1.35M0.0%+35.8%0.150%
1/30/2026Citizens Financial Group Inc. RI4,038$208K0.0%N/A0.023%
1/30/2026 Strategic Blueprint LLC102,612$5.29M0.3%+4.0%0.588%
1/29/2026Sanctuary Advisors LLC18,299$943K0.0%+10.9%0.105%
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1/28/2026Arbor Capital Management Inc. ADV8,235$426K0.4%-6.9%0.047%
1/28/2026FWG Investments LLC.30,069$1.55M1.0%+1.0%0.172%
1/28/2026Kingswood Wealth Advisors LLC15,655$807K0.0%N/A0.090%
1/26/2026 Merit Financial Group LLC21,924$1.13M0.0%-42.8%0.126%
1/26/2026CWM LLC452,254$23.32M0.1%+5.3%2.592%
1/23/2026 Farther Finance Advisors LLC3,706$191K0.0%-29.8%0.021%
1/23/2026Assetmark Inc.251,276$12.96M0.0%+15.7%1.440%
1/23/2026Clear Creek Financial Management LLC20,179$1.04M0.1%+231.9%0.116%
1/23/2026DHJJ Financial Advisors Ltd.17,686$912K0.3%-2.0%0.101%
1/22/2026 Darwin Wealth Management LLC5,769$297K0.1%-3.9%0.033%


FSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 160 institutional investors and hedge funds held shares of FT Vest U.S. Equity Buffer ETF - September. The most heavily invested institutionals were Wealthcare Advisory Partners LLC ($40.86M), Envestnet Asset Management Inc. ($27.66M), CWM LLC ($23.32M), Cetera Investment Advisers ($18.53M), Osaic Holdings Inc. ($15.91M), Commonwealth Equity Services LLC ($15.41M), and Assetmark Inc. ($14.09M).Learn more on FT Vest U.S. Equity Buffer ETF - September's institutional investors.

Of the 140 institutional investors that purchased FT Vest U.S. Equity Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($488.06K), Raymond James Financial Inc. ($282.44K), CreativeOne Wealth LLC ($272.83K), Assetmark Inc. ($257.46K), Cetera Investment Advisers ($252.83K), WealthPlan Investment Management LLC ($211.63K), and CWM LLC ($194.96K).

Institutional investors have bought a total of 2,202,907 shares in the last 24 months. This purchase volume represents approximately $109.31M in transactions.

Of the 54 institutional investors that sold FT Vest U.S. Equity Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($97.82K), CreativeOne Wealth LLC ($60.39K), Merit Financial Group LLC ($58.85K), Cetera Investment Advisers ($44.31K), Stephens Inc. AR ($29.52K), Osaic Holdings Inc. ($28.10K), and Strategic Blueprint LLC ($16.10K).

Institutional investors have sold a total of 496,226 shares in the last 24 months. This volume of shares sold represents approximately $25.13M in transactions.



This page (BATS:FSEP) was last updated on 7/25/2026 by MarketBeat.com Staff.
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