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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
TWP
1
Triad Wealth Partners
Kansas
$21.2M +$21.2M +700,492 New
FIA
2
Foundations Investment Advisors
Arizona
$16.1M -$6.17M -203,528 -28%
ARG
3
Advisory Resource Group
Oklahoma
$4.11M +$597K +19,697 +17%
SI
4
Stephens Inc
Arkansas
$2.47M +$2.48M +81,634 New
ASN
5
Advisory Services Network
Georgia
$1.85M +$155K +5,098 +9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.39M -$131K -4,328 -9%
Mariner
7
Mariner
Kansas
$1.27M +$37.5K +1,236 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.21M -$340K -11,227 -22%
KAS
9
Kestra Advisory Services
Texas
$1.21M -$107K -3,522 -8%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$131K +4,311 +14%
AWM
11
Accel Wealth Management
Iowa
$845K -$47.5K -1,566 -5%
PCM
12
Presidio Capital Management
California
$761K +$91 +3 +0%
WCG
13
Weaver Consulting Group
California
$587K
UBS Group
14
UBS Group
Switzerland
$567K -$92.9K -3,063 -14%
Citadel Advisors
15
Citadel Advisors
Florida
$543K +$311K +10,271 +134%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$537K
Osaic Holdings
17
Osaic Holdings
Arizona
$536K +$10K +330 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$496K +$498K +16,424 New
QFW
19
QTR Family Wealth
Florida
$424K
First Trust Advisors
20
First Trust Advisors
Illinois
$424K -$425K -14,020 -50%
KWM
21
Kingsview Wealth Management
Oregon
$356K -$11.9K -394 -3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$313K
FPWM
23
FSB Premier Wealth Management
Iowa
$299K +$7.64K +252 +3%
PFS
24
Prospera Financial Services
Texas
$291K
IAIM
25
International Assets Investment Management
Florida
$265K

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.