Who Owns FT Vest U.S. Equity Buffer & Premium Income ETF - September (XISE)?Hedge Fund & Institutional Holders

$29.89-0.08 (-0.26%)Financial ServicesBATS

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$1.911642842896121e+90T

% of Float Held

QoQ Change in Holders

+15 / -2

Price History

$28.27$28.84$29.42$30.00$30.57Sep 24Jun 25Mar 26

XISE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Triad Wealth Partners, LLCNew Position+629K+$19.1M
Advisory Resource GroupNew Position+141K+$4.3M
STEPHENS INC /AR/New Position+95K+$2.9M
CWM, LLCNew Position+40K+$1.2M
IMC-Chicago, LLCNew Position+29K+$872K
MONEY CONCEPTS CAPITAL CORPNew Position+19K+$581K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+14K+$421K
FSB PREMIER WEALTH MANAGEMENT, INC.New Position+12K+$364K
QTR Family Wealth, LLCNew Position+12K+$363K
LVZ, Inc.New Position+8K+$253K
WORLD EQUITY GROUP, INC.New Position+7K+$208K
Capital Investment Advisory Services, LLCNew Position+2K+$60K
AE Wealth Management LLCNew Position+905+$27K
CoreCap Advisors, LLCNew Position+329+$10K
GPS Wealth Strategies Group, LLCNew Position+290+$8K

XISE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-3K-$1.3B
Kestra Advisory Services, LLCDecreased-2K-$1.2B
Accel Wealth ManagementDecreased-5K-$844.3M
Presidio Capital Management, LLCDecreased-4K-$760.0M
UBS Group AGClosed Position-19K-$567.4M
CITADEL ADVISORS LLCClosed Position-18K-$542.7M
OSAIC HOLDINGS, INC.Decreased-16K-$535.8M
JPMORGAN CHASE & CODecreased-1K-$496.4M
FIRST TRUST ADVISORS LPDecreased-2K-$423.7M
Prospera Financial Services IncDecreased-1K-$290.9M
Farther Finance Advisors, LLCDecreased-94-$254.5M
HARBOUR INVESTMENTS, INC.Decreased-940-$85.6M
Cambridge Investment Research Advisors, Inc.Decreased-2K-$537K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Triad Wealth Partners, LLC628,818$19.1M1.82%Share
2Advisory Resource Group140,953$4.3M0.75%Share
3STEPHENS INC /AR/95,284$2.9M0.04%Share
4CWM, LLC39,885$1.2M0.00%Share
5Mariner, LLC39,111$1.0M0.00%Share
6Advisory Services Network, LLC61,569$1.0M0.01%Share
7Cetera Investment Advisers56,483$1.0M0.00%Share
8Kestra Advisory Services, LLC37,698$1.0M0.00%Share
9IMC-Chicago, LLC28,696$872K0.00%Share
10Accel Wealth Management23,190$704K0.19%Share
11Presidio Capital Management, LLC21,166$643K0.19%Share
12Weaver Consulting Group19,420$590K0.14%Share
13MONEY CONCEPTS CAPITAL CORP19,133$581K0.03%Share
14INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC13,859$421K0.03%Share
15FSB PREMIER WEALTH MANAGEMENT, INC.11,989$364K0.12%Share
16QTR Family Wealth, LLC12,019$363K0.16%Share
17Farther Finance Advisors, LLC8,335$253K0.00%Share
18LVZ, Inc.8,352$253K0.03%Share
19TCFG WEALTH MANAGEMENT, LLC8,005$243K0.09%Share
20Focus Financial Network, Inc.8,003$243K0.01%Share
21WORLD EQUITY GROUP, INC.6,856$208K0.06%Share
22Capital Investment Advisory Services, LLC2,000$60K0.00%Share
23HARBOUR INVESTMENTS, INC.1,895$57K0.00%Share
24AE Wealth Management LLC905$27K0.00%Share
25CoreCap Advisors, LLC329$10K0.00%Share
26GPS Wealth Strategies Group, LLC290$8K0.01%Share
27SUSQUEHANNA INTERNATIONAL GROUP, LLP9,115$00.00%Share
28Arax Advisory Partners330$00.00%Share
29Integrated Wealth Concepts LLC6,715$00.00%Share
30Rockefeller Capital Management L.P.10,352$00.00%Share
31LPL Financial LLC8,571$00.00%Share
32Cambridge Investment Research Advisors, Inc.16,019$00.00%Share
33JPMORGAN CHASE & CO15,028$00.00%Share
34GOLDMAN SACHS GROUP INC19,864$00.00%Share
35OSAIC HOLDINGS, INC.1,477$00.00%Share
36OSAIC HOLDINGS, INC.653$00.00%Share
37WELLS FARGO & COMPANY/MN0$00.00%Share
38BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3$00.00%Share
39Ritter Daniher Financial Advisory LLC / DE1,008$00.00%Share
40DHJJ Financial Advisors, Ltd.10$00.00%Share
41COMMONWEALTH EQUITY SERVICES, LLC22,105$00.00%Share
42FIRST TRUST ADVISORS LP12,019$00.00%Share
43Kingsview Wealth Management, LLC11,790$00.00%Share
44Prospera Financial Services Inc8,549$00.00%Share
45BARCLAYS PLC6,381$00.00%Share

XISE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$37.4M+20
Q3 202524$12.9B-14
Q2 202538$40.4B+1
Q1 202537$43.6B+7
Q4 202430$26.7T+8
Q3 202422$28.8T-2
Q2 202424$30.0T+8
Q1 202416$11.6T

Similar Stocks by Institutional Ownership

As of Q4 2025, 45 institutional investors hold XISE (FT Vest U.S. Equity Buffer & Premium Income ETF - September). The largest holder is Triad Wealth Partners, LLC with $19.1M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own XISE?

As of Q4 2025, 45 institutional investors report holding XISE (FT Vest U.S. Equity Buffer & Premium Income ETF - September) in their 13F filings.

Who is the largest institutional holder of XISE?

The largest institutional holder of XISE is Triad Wealth Partners, LLC with $19.1M in shares.

Is institutional ownership of XISE increasing or decreasing?

This quarter, 15 institutions opened new positions in XISE and 2 closed their positions.