Schulz Wealth LTD. Takes $3.90 Million Position in FT Vest U.S. Equity Moderate Buffer ETF – September $GSEP

Schulz Wealth LTD. purchased a new position in shares of FT Vest U.S. Equity Moderate Buffer ETF – September (BATS:GSEP) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 95,087 shares of the company’s stock, valued at approximately $3,895,000. FT Vest U.S. Equity Moderate Buffer ETF – September accounts for 2.0% of Schulz Wealth LTD.’s investment portfolio, making the stock its 12th largest holding.

Other institutional investors also recently modified their holdings of the company. Royal Bank of Canada increased its holdings in FT Vest U.S. Equity Moderate Buffer ETF – September by 57.7% in the fourth quarter. Royal Bank of Canada now owns 2,785 shares of the company’s stock valued at $108,000 after purchasing an additional 1,019 shares during the period. Aptus Capital Advisors LLC raised its position in FT Vest U.S. Equity Moderate Buffer ETF – September by 30.2% during the 4th quarter. Aptus Capital Advisors LLC now owns 4,307 shares of the company’s stock worth $167,000 after purchasing an additional 1,000 shares during the last quarter. Steward Partners Investment Advisory LLC lifted its holdings in FT Vest U.S. Equity Moderate Buffer ETF – September by 11.4% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 4,679 shares of the company’s stock worth $181,000 after buying an additional 479 shares during the period. Barclays PLC acquired a new position in FT Vest U.S. Equity Moderate Buffer ETF – September during the 4th quarter worth about $181,000. Finally, RFG Advisory LLC bought a new stake in shares of FT Vest U.S. Equity Moderate Buffer ETF – September in the 4th quarter valued at about $203,000.

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

Shares of GSEP stock opened at $41.96 on Monday. The stock has a market cap of $242.53 million, a price-to-earnings ratio of 24.99 and a beta of 0.51. The stock has a 50-day moving average of $41.39 and a 200-day moving average of $40.24. FT Vest U.S. Equity Moderate Buffer ETF – September has a 1-year low of $37.40 and a 1-year high of $42.02.

FT Vest U.S. Equity Moderate Buffer ETF – September Profile

The FT Vest U.S. Equity Moderate Buffer ETF – September (GSEP) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF Trust over a specific holdings period. The actively managed fund holds options and collateral. GSEP was launched on Sep 15, 2023 and is issued by First Trust.