Schulz Wealth LTD. Has $5.23 Million Position in FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP)

Schulz Wealth LTD. decreased its holdings in shares of FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) by 2.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 114,357 shares of the company’s stock after selling 3,425 shares during the quarter. FT Vest U.S. Equity Buffer ETF – September makes up approximately 4.0% of Schulz Wealth LTD.’s holdings, making the stock its 7th biggest holding. Schulz Wealth LTD. owned 0.95% of FT Vest U.S. Equity Buffer ETF – September worth $5,226,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Townsquare Capital LLC raised its stake in shares of FT Vest U.S. Equity Buffer ETF – September by 10.0% during the third quarter. Townsquare Capital LLC now owns 6,136 shares of the company’s stock valued at $276,000 after purchasing an additional 560 shares in the last quarter. Ameritas Advisory Services LLC raised its holdings in FT Vest U.S. Equity Buffer ETF – September by 50.9% during the fourth quarter. Ameritas Advisory Services LLC now owns 20,475 shares of the company’s stock worth $936,000 after purchasing an additional 6,910 shares in the last quarter. Assetmark Inc. lifted its position in FT Vest U.S. Equity Buffer ETF – September by 198.5% in the third quarter. Assetmark Inc. now owns 67,253 shares of the company’s stock worth $3,022,000 after purchasing an additional 44,725 shares during the period. Hanlon Investment Management Inc. bought a new position in FT Vest U.S. Equity Buffer ETF – September during the 3rd quarter valued at $255,000. Finally, Brookstone Capital Management increased its position in shares of FT Vest U.S. Equity Buffer ETF – September by 75.2% during the 4th quarter. Brookstone Capital Management now owns 11,095 shares of the company’s stock valued at $507,000 after purchasing an additional 4,763 shares during the period.

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

Shares of FT Vest U.S. Equity Buffer ETF – September stock opened at $45.91 on Friday. The company has a fifty day moving average price of $46.32 and a two-hundred day moving average price of $45.56. The firm has a market capitalization of $555.45 million, a price-to-earnings ratio of 24.72 and a beta of 0.70.

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.