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FT Vest US Equity Buffer & Premium Income ETF September

37 hedge funds and large institutions have $46.2M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more funds holding

Funds holding: 3337 (+4)

10.35% more ownership

Funds ownership: 59.6%69.96% (+10%)

5% less capital invested

Capital invested by funds: $48.7M → $46.2M (-$2.49M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$23.6M -$1.91M -63,127 -7%
ARG
2
Advisory Resource Group
Oklahoma
$3.5M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.07M +$1.11M +36,738 +56%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2M -$1.11M -36,668 -35%
ASN
5
Advisory Services Network
Georgia
$1.66M +$3.2K +106 +0.2%
KAS
6
Kestra Advisory Services
Texas
$1.31M -$455K -15,042 -26%
RWA
7
Redhawk Wealth Advisors
Minnesota
$1.28M +$867K +28,684 +206%
Mariner
8
Mariner
Kansas
$1.23M +$31.7K +1,049 +3%
AWM
9
Accel Wealth Management
Iowa
$903K -$28.4K -940 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$839K -$103K -3,419 -11%
PCM
11
Presidio Capital Management
California
$756K -$17.5K -578 -2%
FPWM
12
FSB Premier Wealth Management
Iowa
$609K +$25.3K +838 +4%
WCG
13
Weaver Consulting Group
California
$584K -$22.7K -750 -4%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$530K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$495K -$6.5K -215 -1%
QFW
16
QTR Family Wealth
Florida
$458K +$460K +15,231 New
KWM
17
Kingsview Wealth Management
Oregon
$366K -$268K -8,879 -42%
UBS Group
18
UBS Group
Switzerland
$326K +$328K +10,863 New
PFS
19
Prospera Financial Services
Texas
$289K
IAIM
20
International Assets Investment Management
Florida
$270K -$146K -4,834 -35%
WEG
21
World Equity Group
Illinois
$265K -$22.1K -730 -8%
FFA
22
Farther Finance Advisors
California
$255K +$184K +6,074 +249%
Citadel Advisors
23
Citadel Advisors
Florida
$249K -$83.3K -2,756 -25%
LI
24
LVZ Inc
Michigan
$249K +$725 +24 +0.3%
LPL Financial
25
LPL Financial
California
$240K +$242K +7,994 New

XISE Hedge Fund Activity: Q1 2025 in Review

37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q1 2025, worth a combined $46.2M — down 5.1% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XISE positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.11M. The largest seller was Foundations Investment Advisors, cutting an estimated $1.91M.

  • 37 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q1 2025, up from 33 in Q4 2024.
  • Funds reported $46.2M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q1 2025 and 2 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q1 2025 was Cetera Investment Advisers, an estimated $1.11M added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q1 2025 was Foundations Investment Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2025.