Public ownership evidence

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) Ownership Disclosures

Read XSEP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
6,200
Value (USD)
$275,311
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XSEP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XSEP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-286,200$275,311None
Corient Private Wealth LP2026-06-302026-08-186,200$275,311None
Sequent Planning LLC2026-06-302026-08-1512,352$548,491None
Mutual Advisors, LLC2026-06-302026-08-1519,829$880,507None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,267$500,311None
OSAIC HOLDINGS, INC.2026-06-302026-08-15138,971$6,171,008None
OSAIC HOLDINGS, INC.2026-06-302026-08-1584,619$3,757,881None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-156,346$281,794None
HRT FINANCIAL LP2026-06-302026-08-154,937$219,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,000$888,100None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,614$338,100None
Waverly Advisors, LLC2026-06-302026-08-1511,954$530,817None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1510,911$484,503None
CITADEL ADVISORS LLC2026-06-302026-08-1518,049$801,466None
BARCLAYS PLC2026-06-302026-08-154,470$198,490None
Wood Tarver Financial Group, LLC2026-06-302026-08-146,767$300,000None
CreativeOne Wealth, LLC2026-06-302026-08-141,106$49,112None
CreativeOne Wealth, LLC2026-06-302026-08-1413,357$593,118None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,200$53,286None
UBS Group AG2026-06-302026-08-14512$22,735None
Mariner, LLC2026-06-302026-08-145,259$233,526None
Mariner, LLC2026-06-302026-08-1431,581$1,402,354None
MORGAN STANLEY2026-06-302026-08-1440$1,776None
Smartleaf Asset Management LLC2026-06-302026-08-13405$17,948None
Corient Private Wealth LP2026-06-302026-08-136,200$275,311None
Cetera Investment Advisers2026-06-302026-08-13194,448$8,634,463None
Aptus Capital Advisors, LLC2026-06-302026-08-138,200$364,121None
Summit Financial, LLC2026-06-302026-08-138,147$361,768None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-135,551$246,492None
VestGen Advisors, LLC2026-06-302026-08-1216,767$744,539None
Integrated Advisors Network LLC2026-06-302026-08-126,730$298,846None
Benson Wealth Management INC2026-06-302026-08-1115,849$703,775None
Diversify Advisory Services, LLC2026-06-302026-08-119,225$410,835None
UPTICK PARTNERS, LLC2026-06-302026-08-1116,387$727,665None
Millington Financial Advisors, LLC2026-06-302026-08-0816,493$734,268None
CROSSPOINT FINANCIAL, LLC2026-06-302026-08-086,100$270,871None
LPL Financial LLC2026-06-302026-08-0854,913$2,438,412None
IMG Wealth Management, Inc.2026-06-302026-08-086,755$299,956None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-0813,368$593,606None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08149,246$6,627,269None
Global Retirement Partners, LLC2026-06-302026-08-072,750$122,114None
HBK Sorce Advisory LLC2026-06-302026-08-074,944$221,936None
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-06-302026-08-0710,839$481,306None
Simplicity Wealth,LLC2026-06-302026-08-075,739$254,840None
Grant Street Asset Management, Inc.2026-06-302026-08-064,940$219,361None
Signal Advisors Wealth, LLC2026-06-302026-08-0523,989$1,065,232None
AE Wealth Management LLC2026-06-302026-08-041,112$49,378None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04295,404$13,117,415None
WEALTHGARDEN F.S. LLC2026-06-302026-08-015,959$264,612None
VestGen Investment Management2026-06-302026-08-0116,767$744,539None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.