B. Riley Wealth Advisors Inc. Boosts Stock Holdings in FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP)

B. Riley Wealth Advisors Inc. grew its position in shares of FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) by 10.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,053 shares of the company’s stock after buying an additional 660 shares during the quarter. B. Riley Wealth Advisors Inc. owned 0.10% of FT Vest U.S. Equity Buffer ETF – September worth $284,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in FSEP. Turtle Creek Wealth Advisors LLC purchased a new stake in FT Vest U.S. Equity Buffer ETF – September in the fourth quarter worth approximately $35,000. CoreCap Advisors LLC bought a new position in FT Vest U.S. Equity Buffer ETF – September in the fourth quarter worth approximately $203,000. Brown Wealth Management LLC bought a new position in FT Vest U.S. Equity Buffer ETF – September in the fourth quarter worth approximately $205,000. Baker Tilly Wealth Management LLC bought a new position in FT Vest U.S. Equity Buffer ETF – September in the fourth quarter worth approximately $220,000. Finally, Opes Wealth Management LLC raised its position in FT Vest U.S. Equity Buffer ETF – September by 19.8% in the fourth quarter. Opes Wealth Management LLC now owns 6,711 shares of the company’s stock worth $270,000 after acquiring an additional 1,108 shares during the period.

FT Vest U.S. Equity Buffer ETF – September Stock Up 0.2 %

FSEP opened at $43.76 on Thursday. The stock has a fifty day simple moving average of $42.93 and a 200 day simple moving average of $41.81. The company has a market capitalization of $529.50 million, a P/E 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.