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FT Vest US Equity Buffer & Premium Income ETF March

19 hedge funds and large institutions have $26.8M invested in FT Vest US Equity Buffer & Premium Income ETF March in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

7.42% less ownership

Funds ownership: 85.46%78.03% (-7.4%)

27% less funds holding

Funds holding: 2619 (-7)

27% less capital invested

Capital invested by funds: $36.7M → $26.8M (-$9.92M)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
19
Holders Change
-7
Holders Change %
-26.92%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16.4M -$7.86M -252,863 -32%
SI
2
Stephens Inc
Arkansas
$2.89M +$419K +13,482 +17%
OMC
3
Old Mission Capital
Illinois
$1.49M +$1.15M +37,072 +352%
CP
4
Castleview Partners
Texas
$786K +$50.1K +1,612 +7%
ARG
5
Advisory Resource Group
Oklahoma
$783K
KAS
6
Kestra Advisory Services
Texas
$772K -$32.1K -1,031 -4%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$628K +$128K +4,109 +26%
TWP
8
Triad Wealth Partners
Kansas
$561K -$503K -16,176 -47%
MML Investors Services
9
MML Investors Services
Massachusetts
$514K +$191K +6,148 +60%
AWM
10
Accel Wealth Management
Iowa
$420K +$6.56K +211 +2%
FFN
11
Focus Financial Network
Minnesota
$333K -$289K -9,284 -47%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$323K +$11.3K +363 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$236K +$3.7K +119 +2%
Barclays
14
Barclays
United Kingdom
$201K +$1.43K +46 +0.7%
FPWM
15
FSB Premier Wealth Management
Iowa
$201K -$103K -3,320 -34%
FFA
16
Farther Finance Advisors
California
$95.3K -$2.83K -91 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$65.8K -$70.5K -2,269 -52%
CIAS
18
Capital Investment Advisory Services
North Carolina
$53K
UBS Group
19
UBS Group
Switzerland
$2.59K +$2.58K +83 New
FIA
20
Foundations Investment Advisors
Arizona
-$1.15M -36,826 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$749K -23,995 Closed
CPRC
22
Consolidated Portfolio Review Corp
New York
-$328K -10,504 Closed
Jane Street
23
Jane Street
New York
-$240K -7,694 Closed
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
-$204K -6,532 Closed
Jones Financial Companies
25
Jones Financial Companies
Missouri
-$15.6K -500 Closed

XIMR Hedge Fund Activity: Q4 2025 in Review

19 of the 8,243 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) for Q4 2025, worth a combined $26.8M — down 27% from $36.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XIMR and 1 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Old Mission Capital, adding an estimated $1.15M. The largest seller was Cetera Investment Advisers, cutting an estimated $7.86M.

  • 19 institutional investors held FT Vest US Equity Buffer & Premium Income ETF March (XIMR) as of Q4 2025, down from 26 in Q3 2025.
  • Funds reported $26.8M of FT Vest US Equity Buffer & Premium Income ETF March stock for Q4 2025, down 27% quarter-over-quarter.
  • 1 fund opened new FT Vest US Equity Buffer & Premium Income ETF March positions in Q4 2025 and 7 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March buyer in Q4 2025 was Old Mission Capital, an estimated $1.15M added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March seller in Q4 2025 was Cetera Investment Advisers, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2025.