FSEP

Ft Vest U.s. Equity Buffer E

+$20.1M

Net Activity

Institutions Holding

151

Popularity Rank

#3541

Avg Weight

0.14%

Total Value

$299.7M

Ownership Trend

151 institutions currently hold FSEP, with 47 net buyers and 77 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

77

Net Buying Institutions

47

Key Holders

Key Holders

Top 5 by Value

WA
Wealthcare Advisory Partners LLC
$36.9M
EA
Envestnet Asset Management INC
$24.6M
CL
Cwm, LLC
$21.4M
CI
Cetera Investment Advisers
$18.5M
AI
Assetmark, INC
$14.1M

Top 5 by Conviction

BW
BAM Wealth Management, LLC
3.21%
1W
1776 Wealth LLC
1.45%
RF
REAP Financial Group, LLC
1.37%
IF
Integrity Financial Corp /WA
1.08%
LS
Legacy Solutions, LLC
1.08%
View all 151 holding institutions

Quarterly Activity

Recent Activity

+$113.6M

Total Buy Value

$190.7M

Total Sell Value

New buy16
Trim68
Add31
Sold out9

47

Net Buyers

77

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FT VEST U.S. EQUITY BUFFER E (FSEP)?
Major stakeholders currently include Wealthcare Advisory Partners LLC ($36.9M), Envestnet Asset Management INC ($24.6M), Cwm, LLC ($21.4M). Based on the latest 13F filings, there are a total of 151 tracked investment funds and institutions maintaining positions in FSEP.
What is the overall institutional sentiment toward FSEP recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $20.1M, driven by 47 managers accumulating shares while 77 reduced their exposure.
Which institutions have been selling or reducing their FSEP positions?
In the latest period, 68 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $190.7M.
Are there any notable investors adding FSEP to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 31 existing holders added to their shares. The total reported buy value for the quarter amounted to $113.6M.

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