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FT Vest US Equity Buffer & Premium Income ETF September

41 hedge funds and large institutions have $61.3M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $45M → $61.3M (+$16.4M)

26.99% more ownership

Funds ownership: 75.77%102.76% (+27%)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 4041 (+1)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$259K
FFA
27
Farther Finance Advisors
California
$255K -$91 -3 -0%
LI
28
LVZ Inc
Michigan
$252K +$1K +33 +0.4%
TWM
29
TCFG Wealth Management
California
$242K +$20K +659 +9%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$219K +$220K +7,261 New
WEG
31
World Equity Group
Illinois
$218K -$4.09K -135 -2%
FFN
32
Focus Financial Network
Minnesota
$208K -$426K -14,039 -67%
IWC
33
Integrated Wealth Concepts
Massachusetts
$202K -$36.5K -1,205 -15%
Barclays
34
Barclays
United Kingdom
$173K -$28.4K -937 -14%
HI
35
Harbour Investments
Wisconsin
$85.7K
CIAS
36
Capital Investment Advisory Services
North Carolina
$60.4K +$60.6K +2,000 New
AWM
37
AE Wealth Management
Kansas
$27.6K +$394 +13 +1%
GWSG
38
GPS Wealth Strategies Group
Colorado
$16.1K
CA
39
CoreCap Advisors
Michigan
$9.95K
DFA
40
DHJJ Financial Advisors
Illinois
$303
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$91 +$91 +3 New
RWA
42
Redhawk Wealth Advisors
Minnesota
-$588K -19,320 Closed
OMC
43
Old Mission Capital
Illinois
-$545K -17,905 Closed
IWM
44
IMG Wealth Management
Florida
-$55.9K -1,835 Closed
AAP
45
Arax Advisory Partners
Colorado
-$20.1K -660 Closed
MAWAG
46
Mid-American Wealth Advisory Group
Missouri
-$761 -25 Closed

XISE Hedge Fund Activity: Q3 2025 in Review

41 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q3 2025, worth a combined $61.3M — up 36% from $45M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XISE positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Triad Wealth Partners, opening a new position worth an estimated $21.2M. The largest seller was Foundations Investment Advisors, cutting an estimated $6.17M.

  • 41 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q3 2025, up from 40 in Q2 2025.
  • Funds reported $61.3M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q3 2025, up 36% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q3 2025 was Triad Wealth Partners, an estimated $21.2M added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q3 2025 was Foundations Investment Advisors, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2025.