Ft Vest U.s. Equity Buffer E
$56.63+0.3%
-$22.9M
Net Activity
-20.21% total shares
Institutions Holding
151
Popularity Rank
#3670
Avg Weight
0.12%
Total Value
$267.1M
151 institutions currently hold FSEP, with 38 net buyers and 84 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
84
Net Buying Institutions
38
Top 5 by Value
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Across its top 20 institutional holders, FSEP's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 22/100).
FSEP ranks #3670 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
151 institutions disclose a position in FSEP, but none treat it as a major bet — even Schulz Wealth, LTD., its most concentrated holder, allocates just 2.9% of its own portfolio to it.
Assetmark, Inc has added to its FSEP position for two straight quarters, increasing it by $3.5M to reach $16.4M today.
Envestnet Asset Management Inc has trimmed its FSEP position for two straight quarters, cutting it by $15.3M while still holding $10.8M.
FSEP is up 0.3% today, but institutions show net selling of $22.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$16.3M
Total Buy Value
$59.3M
Total Sell Value
38
Net Buyers
84
Net Sellers
FSEP
Q2 2026
Top 5 Institutional Movers
-$13.7M
-$7.3M
-$6.5M
+$5.7M
-$4.3M
FSEP does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33740U307
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Access FSEP's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FSEPCLI
npx alphasmo stocks get FSEP