Valtinson Bruner Financial Planning LLC Sells 1,728 Shares of FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP)

Valtinson Bruner Financial Planning LLC trimmed its stake in FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) by 4.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 40,313 shares of the company’s stock after selling 1,728 shares during the period. Valtinson Bruner Financial Planning LLC owned approximately 0.33% of FT Vest U.S. Equity Buffer ETF – September worth $1,842,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. Commonwealth Equity Services LLC lifted its stake in shares of FT Vest U.S. Equity Buffer ETF – September by 0.7% in the 4th quarter. Commonwealth Equity Services LLC now owns 221,734 shares of the company’s stock valued at $10,132,000 after purchasing an additional 1,607 shares during the last quarter. Blue Bell Private Wealth Management LLC lifted its stake in shares of FT Vest U.S. Equity Buffer ETF – September by 1.7% in the 4th quarter. Blue Bell Private Wealth Management LLC now owns 14,527 shares of the company’s stock valued at $664,000 after purchasing an additional 248 shares during the last quarter. Raymond James Financial Inc. bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – September in the 4th quarter valued at approximately $12,363,000. Assetmark Inc. lifted its stake in shares of FT Vest U.S. Equity Buffer ETF – September by 55.9% in the 4th quarter. Assetmark Inc. now owns 104,831 shares of the company’s stock valued at $4,790,000 after purchasing an additional 37,578 shares during the last quarter. Finally, Noble Wealth Management PBC bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – September during the 4th quarter worth approximately $488,000.

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

Shares of FSEP stock opened at $44.75 on Friday. The stock has a 50 day moving average price of $46.13 and a 200 day moving average price of $45.62. FT Vest U.S. Equity Buffer ETF – September has a 52-week low of $41.37 and a 52-week high of $47.07. The firm has a market capitalization of $832.26 million, a P/E ratio of 26.65 and a beta of 0.61.

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.