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

Foundations Investment 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
2025 Q4	–	Sell	-533,559	Closed	-$16.1M	–	1195
2025 Q3	$16.1M	Sell	533,559 -203,528	-28%	-$6.17M	0.23%	103
2025 Q2	$22.4M	Sell	737,087 -47,590	-6%	-$1.42M	0.35%	70
2025 Q1	$23.6M	Sell	784,677 -63,127	-7%	-$1.91M	0.44%	58
2024 Q4	$25.7M	Buy	847,804 +18,177	+2%	+$550K	0.5%	50
2024 Q3	$25.1M	Buy	829,627 +9,168	+1%	+$278K	0.53%	46
2024 Q2	$25.1M	Buy	820,459 +597,806	+268%	+$18.2M	0.61%	36
2024 Q1	$6.83M	Buy	222,653 +1,349	+0.6%	+$41.3K	0.18%	100
2023 Q4	$6.76M	Buy	+221,304	New	+$6.71M	0.18%	98

Other funds holding XISE

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

ARG

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

AWM

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

Foundations Investment Advisors's XISE Position: Q4 2025 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q4 2025, closing a stake of 533,559 shares — an estimated $16.1M sold.

Foundations Investment Advisors first reported a position in XISE in Q4 2023 and held it in 8 quarters. The position peaked at $25.7M in Q4 2024. 43 funds tracked by Wall St. Rank hold XISE as of Q4 2025.

Foundations Investment Advisors reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 533,559 FT Vest US Equity Buffer & Premium Income ETF September shares in Q4 2025, an estimated $16.1M.
Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 8 quarters.
Foundations Investment Advisors's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $25.7M in Q4 2024.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.