
FT Vest U.S. Equity Buffer & Premium Income ETF is an exchange-traded fund on BATS. As of Q3 2025, 41 institutional investors hold shares in this ETF, with total holdings valued at $61.3M. Triad Wealth Partners, LLC is the largest holder with a position valued at $21.2M.
Overview of institutional ownership in XISE as of Q3 2025
Institutions with the largest positions in XISE as of Q3 2025
| Institution | Position Value |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | $21.2M 2.82% of portfolio |
Foundations Investment Advisors, LLC RIA/Wealth | $16.1M 0.24% of portfolio |
Advisory Resource Group RIA/Wealth | $4.1M 0.79% of portfolio |
STEPHENS INC /AR/ RIA/Wealth | $2.5M 0.03% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $1.8M 0.03% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $1.4M 0.00% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $1.3M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $1.2M 0.00% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $1.2M 0.01% of portfolio |
CWM, LLC RIA/Wealth | $1.1M 0.00% of portfolio |
Institutional buying and selling activity for XISE in Q3 2025
| Institution | Net Bought |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | +$21.2M +700.5K shares |
STEPHENS INC /AR/ RIA/Wealth | +$2.5M +81.6K shares |
Advisory Resource Group RIA/Wealth | +$595.3K +19.7K shares |
JPMORGAN CHASE & CO Institution | +$496.4K +16.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$310.4K +10.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$219.5K +7.3K shares |
A Advisory Services Network, LLC RIA/Wealth | +$154.1K +5.1K shares |
CWM, LLC RIA/Wealth | +$130.3K +4.3K shares |
+$60.4K +2.0K shares | |
Mariner Wealth Advisors, LLC RIA/Wealth | +$37.4K +1.2K shares |
| Institution | Net Sold |
|---|---|
Foundations Investment Advisors, LLC RIA/Wealth | −$6.2M −203.5K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | −$588.1K −19.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$545.0K −17.9K shares |
Focus Financial Network, Inc. RIA/Wealth | −$424.3K −14.0K shares |
FIRST TRUST ADVISORS LP ETF Provider | −$423.8K −14.0K shares |
Cetera Investment Advisers RIA/Wealth | −$339.3K −11.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$130.8K −4.3K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$106.5K −3.5K shares |
UBS Group AG Institution | −$92.6K −3.1K shares |
IMG Wealth Management, Inc. RIA/Wealth | −$55.9K −1.8K shares |
Institutions that initiated new positions or completely exited XISE in Q3 2025
| Institution | Position Value |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | $21.2M 700.5K shares |
STEPHENS INC /AR/ RIA/Wealth | $2.5M 81.6K shares |
JPMORGAN CHASE & CO Institution | $496.4K 16.4K shares |
$60.4K 2.0K shares | |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $91.0 3.0 shares |
| Institution | Previous Position |
|---|---|
Redhawk Wealth Advisors, Inc. RIA/Wealth | $588.1K 19.3K shares |
O OLD MISSION CAPITAL LLC Institution | $545.0K 17.9K shares |
IMG Wealth Management, Inc. RIA/Wealth | $55.9K 1.8K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $20.1K 660.0 shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $761.0 25.0 shares |
Institutions with the largest Call and Put options positions in XISE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XISE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | 2.82% $21.2M |
Advisory Resource Group RIA/Wealth | 0.79% $4.1M |
Presidio Capital Management, LLC RIA/Wealth | 0.27% $760.6K |
Accel Wealth Management RIA/Wealth | 0.25% $845.0K |
Foundations Investment Advisors, LLC RIA/Wealth | 0.24% $16.1M |
Q QTR Family Wealth, LLC RIA/Wealth | 0.20% $423.7K |
W Weaver Consulting Group RIA/Wealth | 0.15% $587.0K |
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth | 0.10% $298.7K |
T TCFG WEALTH MANAGEMENT, LLC Institution | 0.10% $241.9K |
WORLD EQUITY GROUP, INC. RIA/Wealth | 0.05% $217.9K |
Discover hedge funds investing in XISE


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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