Kingswood Wealth Advisors LLC Makes New $695,000 Investment in FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP)

Kingswood Wealth Advisors LLC purchased a new position in FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 15,200 shares of the company’s stock, valued at approximately $695,000.

Several other institutional investors and hedge funds have also made changes to their positions in FSEP. B. Riley Wealth Advisors Inc. raised its stake in FT Vest U.S. Equity Buffer ETF – September by 10.3% in the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 7,053 shares of the company’s stock worth $309,000 after acquiring an additional 660 shares during the last quarter. Sanctuary Advisors LLC purchased a new position in shares of FT Vest U.S. Equity Buffer ETF – September in the second quarter worth about $1,833,000. Brookstone Capital Management acquired a new stake in shares of FT Vest U.S. Equity Buffer ETF – September during the third quarter worth about $285,000. CWM LLC increased its holdings in FT Vest U.S. Equity Buffer ETF – September by 9.6% in the 3rd quarter. CWM LLC now owns 322,515 shares of the company’s stock worth $14,494,000 after buying an additional 28,316 shares during the period. Finally, Lion Street Advisors LLC purchased a new position in FT Vest U.S. Equity Buffer ETF – September during the 3rd quarter worth approximately $703,000.

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

Shares of BATS FSEP opened at $46.50 on Thursday. The firm has a market cap of $562.66 million, a PE ratio of 24.72 and a beta of 0.70. The company’s 50 day simple moving average is $46.13 and its 200 day simple moving average is $45.15.

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.