FT Vest U.S. Equity Buffer ETF – September $FSEP is BAM Wealth Management LLC’s 5th Largest Position

BAM Wealth Management LLC lowered its position in shares of FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) by 9.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 96,780 shares of the company’s stock after selling 10,103 shares during the period. FT Vest U.S. Equity Buffer ETF – September makes up approximately 3.6% of BAM Wealth Management LLC’s portfolio, making the stock its 5th largest position. BAM Wealth Management LLC owned about 0.55% of FT Vest U.S. Equity Buffer ETF – September worth $4,990,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in FSEP. JPMorgan Chase & Co. grew its position in FT Vest U.S. Equity Buffer ETF – September by 247.8% in the third quarter. JPMorgan Chase & Co. now owns 1,391 shares of the company’s stock worth $70,000 after acquiring an additional 991 shares during the period. Evolution Wealth Management Inc. purchased a new stake in FT Vest U.S. Equity Buffer ETF – September in the second quarter valued at $136,000. Navis Wealth Advisors LLC purchased a new stake in FT Vest U.S. Equity Buffer ETF – September in the third quarter valued at $200,000. Core Wealth Partners LLC acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – September in the 3rd quarter valued at $201,000. Finally, Savvy Advisors Inc. acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – September in the 4th quarter valued at $238,000.

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

BATS FSEP opened at $50.56 on Monday. The stock has a fifty day simple moving average of $51.37 and a 200-day simple moving average of $51.19. The stock has a market cap of $882.27 million, a PE ratio of 24.69 and a beta of 0.62. FT Vest U.S. Equity Buffer ETF – September has a twelve month low of $40.34 and a twelve month high of $52.50.

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.