FT Vest US Equity Buffer & Premium Income ETF September
XISE
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.
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: 40 → 41 (+1)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$21.2M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$2.48M |
| 3 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$597K |
| 4 |
JP Morgan Chase
New York
|
+$498K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$6.17M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$588K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$545K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$426K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$425K |
XISE Hedge Fund Activity: Q3 2025 in Review
41 of the 7,640 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.