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ACT Advisors’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

ACT Advisors’s Portfolio XISE Stock Details XISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,784
Closed -$360K – 58
2024
Q2 		$360K Hold
11,784
– – 0.19% 31
2024
Q1 		$362K Hold
11,784
– – 0.2% 31
2023
Q4 		$362K Buy
+11,784
New +$357K 0.21% 26

Other funds holding XISE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

ACT Advisors's XISE Position: Q3 2024 in Review

ACT Advisors sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q3 2024, closing a stake of 11,784 shares — an estimated $360K sold.

ACT Advisors first reported a position in XISE in Q4 2023 and held it in 3 quarters. The position peaked at $362K in Q4 2023. 30 funds tracked by Wall St. Rank hold XISE as of Q3 2024.

  • ACT Advisors reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q3 2024 after selling out during the quarter.
  • ACT Advisors sold 11,784 FT Vest US Equity Buffer & Premium Income ETF September shares in Q3 2024, an estimated $360K.
  • ACT Advisors first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 3 quarters.
  • ACT Advisors's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $362K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q3 2024.

Based on ACT Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.