FT Vest U.S. Equity Buffer & Premium Income ETF is an exchange-traded fund on BATS. As of Q3 2025, 26 institutional investors hold shares in this ETF, with total holdings valued at $36.7M. Cetera Investment Advisers is the largest holder with a position valued at $24.3M.
Overview of institutional ownership in XIMR as of Q3 2025
Institutions with the largest positions in XIMR as of Q3 2025
| Institution | Position Value |
|---|---|
Cetera Investment Advisers RIA/Wealth | $24.3M 0.03% of portfolio |
STEPHENS INC /AR/ RIA/Wealth | $2.5M 0.03% of portfolio |
Foundations Investment Advisors, LLC RIA/Wealth | $1.2M 0.02% of portfolio |
T Triad Wealth Partners, LLC RIA/Wealth | $1.1M 0.14% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $804.9K 0.00% of portfolio |
Advisory Resource Group RIA/Wealth | $783.6K 0.15% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $749.3K 0.00% of portfolio |
Castleview Partners, LLC RIA/Wealth | $736.3K 0.44% of portfolio |
Focus Financial Network, Inc. RIA/Wealth | $623.2K 0.02% of portfolio |
Rockefeller Capital Management L.P. Long Only Manager | $500.1K 0.00% of portfolio |
Institutional buying and selling activity for XIMR in Q3 2025
| Institution | Net Bought |
|---|---|
STEPHENS INC /AR/ RIA/Wealth | +$2.5M +79.2K shares |
Cetera Investment Advisers RIA/Wealth | +$1.9M +61.6K shares |
T Triad Wealth Partners, LLC RIA/Wealth | +$1.1M +34.2K shares |
J JANE STREET GROUP, LLC Institution | +$240.3K +7.7K shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$167.8K +5.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$148.6K +4.8K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$132.7K +4.2K shares |
O OLD MISSION CAPITAL LLC Institution | +$117.0K +3.7K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$113.0K +3.6K shares |
A Advisor Group Holdings, Inc. Institution | +$64.5K +2.1K shares |
| Institution | Net Sold |
|---|---|
FIRST TRUST ADVISORS LP ETF Provider | −$259.6K −8.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$178.0K −5.7K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$48.6K −1.6K shares |
L.M. KOHN & COMPANY RIA/Wealth | −$37.5K −1.2K shares |
Accel Wealth Management RIA/Wealth | −$25.1K −804.0 shares |
Castleview Partners, LLC RIA/Wealth | −$18.2K −584.0 shares |
Rockefeller Capital Management L.P. Long Only Manager | −$2.1K −67.0 shares |
Farther Finance Advisors, LLC RIA/Wealth | −$156.2 −5.0 shares |
Institutions that initiated new positions or completely exited XIMR in Q3 2025
| Institution | Position Value |
|---|---|
STEPHENS INC /AR/ RIA/Wealth | $2.5M 79.2K shares |
T Triad Wealth Partners, LLC RIA/Wealth | $1.1M 34.2K shares |
J JANE STREET GROUP, LLC Institution | $240.3K 7.7K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $15.6K 500.0 shares |
| Institution | Previous Position |
|---|---|
FIRST TRUST ADVISORS LP ETF Provider | $259.6K 8.3K shares |
Institutions with the largest Call and Put options positions in XIMR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XIMR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Castleview Partners, LLC RIA/Wealth | 0.44% $736.3K |
L.M. KOHN & COMPANY RIA/Wealth | 0.33% $269.3K |
Advisory Resource Group RIA/Wealth | 0.15% $783.6K |
T Triad Wealth Partners, LLC RIA/Wealth | 0.14% $1.1M |
Accel Wealth Management RIA/Wealth | 0.12% $413.9K |
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth | 0.10% $304.6K |
Consolidated Portfolio Review Corp RIA/Wealth | 0.04% $328.0K |
STEPHENS INC /AR/ RIA/Wealth | 0.03% $2.5M |
Cetera Investment Advisers RIA/Wealth | 0.03% $24.3M |
Focus Financial Network, Inc. RIA/Wealth | 0.02% $623.2K |
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