Who Owns XISE?
FT Vest U.S. Equity Buffer & Premium Income ETF - September — Institutional Ownership & 13F Holdings
$30.38
-0.01 (-0.03%)
Market Cap
$54.5M
Shares Outstanding
1,823,939
Institutional Holders
37
Total Inst. Value
$18.1M
% of Float Held
—
QoQ Holder Change
+21
Institutional data as of Q1 2025
New Positions
11
Closed Positions
4
Increased
9
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Advisory Resource Group | $3.5M | 116,317 |
| 2 | Cetera Investment Advisers | $3.1M | 102,070 |
| 3 | Advisory Services Network, LLC | $1.7M | 55,107 |
| 4 | Redhawk Wealth Advisors, Inc. | $1.3M | 42,606 |
| 5 | Accel Wealth ManagementNew | $903K | 30,060 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $839K | 27,918 |
| 7 | Presidio Capital Management, LLC | $756K | 25,163 |
| 8 | FSB PREMIER WEALTH MANAGEMENT, INC. | $609K | 20,256 |
| 9 | Weaver Consulting GroupNew | $584K | 19,420 |
| 10 | Rockefeller Capital Management L.P. | $530K | 17,650 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cetera Investment Advisers | +37K | $3.1M |
| Advisory Services Network, LLC | +106 | $1.7M |
| Redhawk Wealth Advisors, Inc. | +29K | $1.3M |
| Accel Wealth ManagementNew | +30K | $903K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | +838 | $609K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | -63K | $24K |
| COMMONWEALTH EQUITY SERVICES, LLC | -37K | $2K |
| Kestra Advisory Services, LLC | -15K | $1K |
| Kingsview Wealth Management, LLC | -9K | $366K |
| CoreCap Advisors, LLC | -5K | $10K |
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Frequently Asked Questions
How many institutional investors hold XISE?
As of Q1 2025, 37 institutional investors report holding XISE (FT Vest U.S. Equity Buffer & Premium Income ETF - September) in their 13F filings.
Which hedge fund owns the most XISE?
The largest institutional holder of XISE is Advisory Resource Group with $3.5M in shares.
Are institutions buying or selling XISE?
This quarter, 11 institutions opened new positions in XISE and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.