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Money Concepts Capital’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

Money Concepts Capital’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
Q1 		$581K Buy
19,383
+250
+1% +$7.55K 0.03% 361
2025
Q4 		$582K Buy
+19,133
New +$578K 0.03% 329

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
SI
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Money Concepts Capital's XISE Position: Q1 2026 in Review

Money Concepts Capital increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 1.3% in Q1 2026, buying an estimated $7.55K and bringing the position to 19,383 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #361.

Money Concepts Capital first reported a position in XISE in Q4 2025 and has held it in 2 quarters since. The position peaked at $582K in Q4 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • Money Concepts Capital held 19,383 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $581K as of Q1 2026.
  • Money Concepts Capital bought 250 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $7.55K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #361 holding.
  • Money Concepts Capital first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2025 and has held it in 2 quarters since.
  • Money Concepts Capital's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $582K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.