Who Owns XSEP?
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September — Institutional Ownership & 13F Holdings
$43.51
+0.00 (+0.00%)
Market Cap
$100.8M
Shares Outstanding
2,720,170
Institutional Holders
56
Total Inst. Value
$47.8M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
14
Closed Positions
9
Increased
9
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC. | $7.6M | 197,519 |
| 2 | Cetera Investment Advisers | $7.6M | 196,349 |
| 3 | OSAIC HOLDINGS, INC. | $6.8M | 176,344 |
| 4 | Chris Bulman Inc | $2.9M | 74,325 |
| 5 | Millington Financial Advisors, LLC | $2.5M | 66,472 |
| 6 | KRAEMATON INVESTMENT ADVISORS, INCNew | $2.2M | 58,137 |
| 7 | First Heartland Consultants, Inc. | $1.7M | 45,080 |
| 8 | MML INVESTORS SERVICES, LLC | $1.6M | 42,233 |
| 9 | CreativeOne Wealth, LLC | $1.0M | 25,987 |
| 10 | UPTICK PARTNERS, LLCNew | $976K | 25,234 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | +138K | $7.6M |
| Cetera Investment Advisers | +75K | $7.6M |
| OSAIC HOLDINGS, INC. | +23K | $6.8M |
| KRAEMATON INVESTMENT ADVISORS, INCNew | +58K | $2.2M |
| First Heartland Consultants, Inc. | +13K | $1.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -59K | $11K |
| Millington Financial Advisors, LLC | -19K | $2.5M |
| AMERIPRISE FINANCIAL INC | -14K | $761K |
| MML INVESTORS SERVICES, LLC | -12K | $1.6M |
| Mariner, LLC | -10K | $259K |
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Frequently Asked Questions
How many institutional investors hold XSEP?
As of Q1 2025, 56 institutional investors report holding XSEP (FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September) in their 13F filings.
Which hedge fund owns the most XSEP?
The largest institutional holder of XSEP is GREAT VALLEY ADVISOR GROUP, INC. with $7.6M in shares.
Are institutions buying or selling XSEP?
This quarter, 14 institutions opened new positions in XSEP and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.