Blue Bell Private Wealth Management LLC Increases Stake in FT Vest U.S. Equity Buffer ETF – September $FSEP

Blue Bell Private Wealth Management LLC increased its stake in FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) by 80.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,831 shares of the company’s stock after purchasing an additional 11,506 shares during the period. Blue Bell Private Wealth Management LLC’s holdings in FT Vest U.S. Equity Buffer ETF – September were worth $1,305,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of FSEP. Envestnet Asset Management Inc. raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – September by 151.4% in the second quarter. Envestnet Asset Management Inc. now owns 645,003 shares of the company’s stock worth $30,966,000 after buying an additional 388,412 shares during the last quarter. CWM LLC increased its position in shares of FT Vest U.S. Equity Buffer ETF – September by 50.4% in the 3rd quarter. CWM LLC now owns 429,438 shares of the company’s stock valued at $21,704,000 after acquiring an additional 143,825 shares during the period. Cetera Investment Advisers raised its stake in FT Vest U.S. Equity Buffer ETF – September by 212.8% in the 2nd quarter. Cetera Investment Advisers now owns 340,663 shares of the company’s stock worth $16,355,000 after acquiring an additional 231,740 shares during the last quarter. Commonwealth Equity Services LLC lifted its position in FT Vest U.S. Equity Buffer ETF – September by 40.0% during the 3rd quarter. Commonwealth Equity Services LLC now owns 306,680 shares of the company’s stock worth $15,500,000 after acquiring an additional 87,655 shares during the period. Finally, Assetmark Inc. grew its stake in FT Vest U.S. Equity Buffer ETF – September by 32.7% during the 2nd quarter. Assetmark Inc. now owns 192,968 shares of the company’s stock valued at $9,264,000 after purchasing an additional 47,540 shares during the last quarter.

FT Vest U.S. Equity Buffer ETF – September Stock Performance

Shares of FSEP stock opened at $51.78 on Tuesday. FT Vest U.S. Equity Buffer ETF – September has a fifty-two week low of $40.34 and a fifty-two week high of $48.93. The firm has a market capitalization of $903.54 million, a PE ratio of 24.69 and a beta of 0.62. The stock’s 50-day simple moving average is $51.17 and its 200-day simple moving average is $50.05.

FT Vest U.S. Equity Buffer ETF – September Profile

The FT Cboe Vest U.S. Equity Buffer ETF – September (FSEP) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPY over a specific holdings period. The actively-managed fund holds options and collateral. FSEP was launched on Sep 18, 2020 and is managed by First Trust.