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 Q3	$601K	Buy	19,853 +215	+1%	+$6.53K	0.03%	389
2026 Q2	$598K	Buy	19,638 +255	+1%	+$7.74K	0.03%	393
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

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Money Concepts Capital's XISE Position: Q3 2026 in Review

Money Concepts Capital increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 1.1% in Q3 2026, buying an estimated $6.53K and bringing the position to 19,853 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #389.

Money Concepts Capital first reported a position in XISE in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold XISE as of Q3 2026.

Money Concepts Capital held 19,853 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $601K as of Q3 2026.
Money Concepts Capital bought 215 FT Vest US Equity Buffer & Premium Income ETF September shares in Q3 2026, an estimated $6.53K.
FT Vest US Equity Buffer & Premium Income ETF September made up 0.03% of Money Concepts Capital's portfolio in Q3 2026, its #389 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 4 quarters since.
22 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q3 2026.

Based on Money Concepts Capital's 13F filing for Q3 2026, filed 6 Nov 2026.