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FT Vest US Equity Buffer & Premium Income ETF September

43 hedge funds and large institutions have $43.9M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 4143 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

28% less capital invested

Capital invested by funds: $61.3M → $43.9M (-$17.4M)

28.7% less ownership

Funds ownership: 102.76%74.06% (-29%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
13
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1
Triad Wealth Partners
Kansas
$19.1M -$2.17M -71,674 -10%
ARG
2
Advisory Resource Group
Oklahoma
$4.28M +$148K +4,893 +4%
SI
3
Stephens Inc
Arkansas
$2.9M +$413K +13,650 +17%
ASN
4
Advisory Services Network
Georgia
$1.87M +$12.4K +411 +0.7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.72M +$495K +16,377 +41%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$1.21M +$141K +4,681 +13%
Mariner
7
Mariner
Kansas
$1.19M -$83.7K -2,768 -7%
KAS
8
Kestra Advisory Services
Texas
$1.15M -$69.4K -2,295 -6%
IMC Chicago
9
IMC Chicago
Illinois
$872K +$867K +28,696 New
AWM
10
Accel Wealth Management
Iowa
$705K -$144K -4,768 -17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$672K -$724K -23,948 -52%
PCM
12
Presidio Capital Management
California
$643K -$121K -4,000 -16%
Goldman Sachs
13
Goldman Sachs
New York
$604K +$600K +19,864 New
WCG
14
Weaver Consulting Group
California
$590K
MCC
15
Money Concepts Capital
Florida
$582K +$578K +19,133 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$487K -$52.5K -1,736 -10%
JP Morgan Chase
17
JP Morgan Chase
New York
$457K -$42.2K -1,396 -8%
IAIM
18
International Assets Investment Management
Florida
$421K +$154K +5,104 +58%
First Trust Advisors
19
First Trust Advisors
Illinois
$365K -$60.5K -2,000 -14%
FPWM
20
FSB Premier Wealth Management
Iowa
$364K +$63.7K +2,106 +21%
QFW
21
QTR Family Wealth
Florida
$364K -$60.5K -2,000 -14%
KWM
22
Kingsview Wealth Management
Oregon
$358K +$60 +2 +0%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$315K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$277K +$56K +1,854 +26%
LPL Financial
25
LPL Financial
California
$261K

XISE Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q4 2025, worth a combined $43.9M — down 28% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XISE positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $867K. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $16.1M sold.

  • 43 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $43.9M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q4 2025, down 28% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q4 2025 was IMC Chicago, an estimated $867K added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q4 2025 was Foundations Investment Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2025.