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

Farther Finance 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
2026 Q2	$14.1K	Buy	464 +4	+0.9%	+$121	﹤0.01%	4210
2026 Q1	$13.7K	Sell	460 -7,875	-94%	-$238K	﹤0.01%	3911
2025 Q4	$253K	Sell	8,335 -94	-1%	-$2.84K	﹤0.01%	1760
2025 Q3	$255K	Sell	8,429 -3	-0%	-$91	﹤0.01%	1471
2025 Q2	$257K	Sell	8,432 -81	-1%	-$2.42K	0.01%	1264
2025 Q1	$255K	Buy	8,513 +6,074	+249%	+$184K	0.01%	1123
2024 Q4	$73.9K	Buy	+2,439	New	+$73.8K	﹤0.01%	1455

Other funds holding XISE

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's XISE Position: Q2 2026 in Review

Farther Finance Advisors increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 0.87% in Q2 2026, buying an estimated $121 and bringing the position to 464 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

Farther Finance Advisors first reported a position in XISE in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q2 2025. 10 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

Farther Finance Advisors held 464 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $14.1K as of Q2 2026.
Farther Finance Advisors bought 4 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $121.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4210 holding.
Farther Finance Advisors first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2024 and has held it in 7 quarters since.
Farther Finance Advisors's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $257K in Q2 2025.
10 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.