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FT Vest US Equity Buffer & Premium Income ETF September
XISE

24 hedge funds and large institutions have $29.7M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 1

1,923% more capital invested

Capital invested by funds: $1.47M → $29.7M (+$28.2M)

700% more funds holding

Funds holding: 3 → 24 (+21)

47.18% more ownership

Funds ownership: 24.43% → 71.62% (+47%)

Holders
24
Holders Change
+21
Holders Change %
+700%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$6.71M
2
CA
Cetera Advisors
Colorado
+$3.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.37M
4
WEG
World Equity Group
Illinois
+$2.55M
5
KAS
Kestra Advisory Services
Texas
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$6.76M +$6.71M +221,304 New
CA
2
Cetera Advisors
Colorado
$4.38M +$3.67M +120,976 +565%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.41M +$3.37M +111,062 New
WEG
4
World Equity Group
Illinois
$2.58M +$2.55M +84,049 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.22M +$1.65M +54,284 +303%
KAS
6
Kestra Advisory Services
Texas
$1.82M +$1.8M +59,305 New
ASN
7
Advisory Services Network
Georgia
$1.58M +$1.56M +51,506 New
LNC
8
Lincoln National Corp
Pennsylvania
$1.25M +$1.23M +40,701 New
AWM
9
Accel Wealth Management
Iowa
$961K +$949K +31,287 New
AWM
10
Axxcess Wealth Management
California
$751K +$741K +24,449 New
PCM
11
Presidio Capital Management
California
$751K +$741K +24,449 New
CAN
12
Cetera Advisor Networks
California
$550K +$542K +17,883 New
WCG
13
Weaver Consulting Group
California
$471K +$465K +15,335 New
AA
14
ACT Advisors
North Carolina
$362K +$357K +11,784 New
Citadel Advisors
15
Citadel Advisors
Florida
$331K +$326K +10,756 New
JIP
16
Jaffetilchin Investment Partners
Florida
$319K +$314K +10,370 New
PFS
17
Prospera Financial Services
Texas
$316K +$312K +10,274 New
OIA
18
OneDigital Investment Advisors
Kansas
$282K +$278K +9,173 New
KWM
19
Kingsview Wealth Management
Oregon
$207K +$204K +6,744 New
HI
20
Harbour Investments
Wisconsin
$169K +$167K +5,500 New
CSB
21
City State Bank
Iowa
$138K +$136K +4,500 New
SPIA
22
Steward Partners Investment Advisory
New York
$51.4K +$50.7K +1,672 New
PS
23
Principal Securities
Iowa
$3.07K +$3.03K +100 New
DFA
24
DHJJ Financial Advisors
Illinois
$308 +$303 +10 New
OMC
25
Old Mission Capital
Illinois
– -$286K -9,526 Closed

XISE Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q4 2023, worth a combined $29.7M — up 1,923% from $1.47M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XISE positions and 1 closed out — a net gain of 21 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $6.71M. The largest seller was Old Mission Capital, exiting entirely with an estimated $286K sold.

  • 24 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $29.7M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q4 2023, up 1,923% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q4 2023 and 1 closed out, a net change of +21 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q4 2023 was Foundations Investment Advisors, an estimated $6.71M added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q4 2023 was Old Mission Capital, an estimated $286K sold.

Based on aggregated 13F filings for Q4 2023.