We are live on ! Find out more
XISE icon

FT Vest US Equity Buffer & Premium Income ETF September

40 hedge funds and large institutions have $45M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 3740 (+3)

5.81% more ownership

Funds ownership: 69.96%75.77% (+5.8%)

3% less capital invested

Capital invested by funds: $46.2M → $45M (-$1.28M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$22.4M -$1.42M -47,590 -6%
ARG
2
Advisory Resource Group
Oklahoma
$3.54M +$1.38K +46 +0%
ASN
3
Advisory Services Network
Georgia
$1.71M +$28.5K +953 +2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.56M -$1.52M -50,737 -50%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.53M -$489K -16,341 -24%
KAS
6
Kestra Advisory Services
Texas
$1.32M -$4.91K -164 -0.4%
Mariner
7
Mariner
Kansas
$1.24M -$10.4K -346 -0.8%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$940K +$925K +30,893 New
AWM
9
Accel Wealth Management
Iowa
$899K -$16K -536 -2%
First Trust Advisors
10
First Trust Advisors
Illinois
$853K +$839K +28,039 New
PCM
11
Presidio Capital Management
California
$766K
UBS Group
12
UBS Group
Switzerland
$665K +$328K +10,974 +101%
FFN
13
Focus Financial Network
Minnesota
$636K +$626K +20,908 New
WCG
14
Weaver Consulting Group
California
$591K
RWA
15
Redhawk Wealth Advisors
Minnesota
$588K -$697K -23,286 -55%
OMC
16
Old Mission Capital
Illinois
$545K +$536K +17,905 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$540K +$38.5K +1,286 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$530K +$459K +15,332 +742%
QFW
19
QTR Family Wealth
Florida
$427K -$36.3K -1,212 -8%
KWM
20
Kingsview Wealth Management
Oregon
$371K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$315K -$218K -7,298 -41%
FPWM
22
FSB Premier Wealth Management
Iowa
$293K -$318K -10,625 -52%
PFS
23
Prospera Financial Services
Texas
$293K
IAIM
24
International Assets Investment Management
Florida
$266K -$6.97K -233 -3%
LPL Financial
25
LPL Financial
California
$261K +$17.3K +577 +7%

XISE Hedge Fund Activity: Q2 2025 in Review

40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q2 2025, worth a combined $45M — down 2.8% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XISE positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 17 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $925K. The largest seller was Cetera Investment Advisers, cutting an estimated $1.52M.

  • 40 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $45M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $925K added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q2 2025 was Cetera Investment Advisers, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2025.