XISE Institutional Ownership
FT Vest U.S. Equity Buffer & Premium Income ETF - September
1W: -0.0%
1M: -0.0%
3M: -0.3%
YTD: +1.1%
1Y: +1.2%
3Y: +16.4%
$30.29
+0.02 (+0.05%)
Weekly Expected Move ±0.3%
$30
$30
$30
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XISE
45
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
3
New Positions
11
Increased
21
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (52 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Advisory Resource Group | 138,505 | $4M | -1,319 | -0.9% | 7Q | SEC ↗ |
| 2 | STEPHENS INC /AR | 101,873 | $3M | -3,380 | -3.2% | 4Q | SEC ↗ |
| 3 | Advisory Services Network, LLC | 63,017 | $2M | +790 | +1.3% | 11Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 57,753 | $2M | +28,246 | +95.7% | 4Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 46,051 | $1M | -2,462 | -5.1% | 12Q | SEC ↗ |
| 6 | Mariner, LLC | 35,143 | $1M | -2,288 | -6.1% | 10Q | SEC ↗ |
| 7 | Triad Wealth Partners, LLC | 34,576 | $1M | -111,715 | -76.4% | 4Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 31,015 | $939K | -4,398 | -12.4% | 11Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC | 25,410 | $770K | +2,145 | +9.2% | 2Q | SEC ↗ |
| 10 | Presidio Capital Management, LLC | 21,166 | $641K | — | +0.0% | 11Q | SEC ↗ |
| 11 | MONEY CONCEPTS CAPITAL CORP | 19,638 | $595K | +255 | +1.3% | 3Q | SEC ↗ |
| 12 | Weaver Consulting Group | 19,255 | $583K | — | +0.0% | 11Q | SEC ↗ |
| 13 | Accel Wealth Management | 18,785 | $569K | -2,686 | -12.5% | 11Q | SEC ↗ |
| 14 | LVZ, Inc. | 16,747 | $507K | +27 | +0.2% | 7Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 14,206 | $430K | -1,202 | -7.8% | 11Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 14,084 | $427K | -1,375 | -8.9% | 8Q | SEC ↗ |
| 17 | Grant Street Asset Management, Inc. | 13,295 | $403K | +151 | +1.1% | 2Q | SEC ↗ |
| 18 | QTR Family Wealth, LLC | 11,019 | $334K | -1,000 | -8.3% | 6Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 10,747 | $326K | — | +0.0% | 4Q | SEC ↗ |
| 20 | FSB PREMIER WEALTH MANAGEMENT, INC. | 10,617 | $322K | -61 | -0.6% | 9Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 9,927 | $301K | -527 | -5.0% | 7Q | SEC ↗ |
| 22 | CWM, LLC | 9,902 | $300K | -29,983 | -75.2% | 4Q | SEC ↗ |
| 23 | Kingsview Wealth Management, LLC | 9,364 | $284K | -2,431 | -20.6% | 11Q | SEC ↗ |
| 24 | Prospera Financial Services Inc | 8,434 | $255K | -115 | -1.3% | 11Q | SEC ↗ |
| 25 | Summit Financial, LLC NEW | 8,250 | $250K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Focus Financial Network, Inc. | 8,135 | $246K | -61 | -0.7% | 5Q | SEC ↗ |
| 27 | TCFG WEALTH MANAGEMENT, LLC | 8,077 | $245K | +72 | +0.9% | 7Q | SEC ↗ |
| 28 | TCFG Investment Advisors, LLC | 8,077 | $245K | — | +0.0% | 2Q | SEC ↗ |
| 29 | LPL Financial LLC | 7,730 | $234K | -841 | -9.8% | 6Q | SEC ↗ |
| 30 | Integrated Wealth Concepts LLC | 6,773 | $205K | +29 | +0.4% | 10Q | SEC ↗ |
| 31 | UPTICK PARTNERS, LLC | 6,720 | $204K | -199 | -2.9% | 2Q | SEC ↗ |
| 32 | Keystone Wealth Services, LLC NEW | 6,626 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 33 | BARCLAYS PLC | 6,589 | $200K | — | +0.0% | 8Q | SEC ↗ |
| 34 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 3,000 | $91K | -4,413 | -59.5% | 7Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 2,175 | $66K | +1,522 | +233.1% | 6Q | SEC ↗ |
| 36 | Capital Investment Advisory Services, | 2,000 | $61K | — | +0.0% | 4Q | SEC ↗ |
| 37 | Ritter Daniher Financial Advisory LLC | 982 | $30K | +15 | +1.6% | 3Q | SEC ↗ |
| 38 | Farther Finance Advisors, LLC | 464 | $14K | +4 | +0.9% | 7Q | SEC ↗ |
| 39 | CoreCap Advisors, LLC | 334 | $10K | +5 | +1.5% | 10Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV NEW | 268 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 41 | AE Wealth Management LLC | 237 | $7K | — | +0.0% | 7Q | SEC ↗ |
| 42 | UBS Group AG | 41 | $1K | -551 | -93.1% | 2Q | SEC ↗ |
| 43 | DHJJ Financial Advisors, Ltd. | 10 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 44 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 3 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 45 | WORLD EQUITY GROUP, INC. | 0 | $0K | -6,856 | -100.0% | 9Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC | 0 | $0K | -8,819 | -100.0% | 1Q | SEC ↗ |
| 47 | GOLDMAN SACHS GROUP INC | 0 | $0K | -19,864 | -100.0% | 1Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 0 | $0K | — | — | 2Q | SEC ↗ |
| 49 | Arax Advisory Partners | 0 | $0K | -330 | -100.0% | 1Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -13,674 | -100.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 8,250 | $250K |
| Keystone Wealth Services, LLC | 6,626 | $201K |
| MERCER GLOBAL ADVISORS INC /ADV | 268 | $8K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IMC-Chicago, LLC | 28,696 | $869K |
| GOLDMAN SACHS GROUP INC | 19,864 | $602K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,674 | $414K |
| FIRST TRUST ADVISORS LP | 12,019 | $364K |
| CITADEL ADVISORS LLC | 8,819 | $267K |
| WORLD EQUITY GROUP, INC. | 6,856 | $208K |
| Arax Advisory Partners | 330 | $10K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +28,246 | +95.7% | 57,753 |
| OLD MISSION CAPITAL LLC | +2,145 | +9.2% | 25,410 |
| OSAIC HOLDINGS, INC. | +1,522 | +233.1% | 2,175 |
| Advisory Services Network, LLC | +790 | +1.3% | 63,017 |
| MONEY CONCEPTS CAPITAL CORP | +255 | +1.3% | 19,638 |
| Grant Street Asset Management, Inc. | +151 | +1.1% | 13,295 |
| TCFG WEALTH MANAGEMENT, LLC | +72 | +0.9% | 8,077 |
| Integrated Wealth Concepts LLC | +29 | +0.4% | 6,773 |
| LVZ, Inc. | +27 | +0.2% | 16,747 |
| Ritter Daniher Financial Advisory L | +15 | +1.6% | 982 |
| CoreCap Advisors, LLC | +5 | +1.5% | 334 |
| Farther Finance Advisors, LLC | +4 | +0.9% | 464 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Triad Wealth Partners, LLC | -111,715 | -76.4% | 34,576 |
| CWM, LLC | -29,983 | -75.2% | 9,902 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -4,413 | -59.5% | 3,000 |
| Kestra Advisory Services, LLC | -4,398 | -12.4% | 31,015 |
| STEPHENS INC /AR | -3,380 | -3.2% | 101,873 |
| Accel Wealth Management | -2,686 | -12.5% | 18,785 |
| Cetera Investment Advisers | -2,462 | -5.1% | 46,051 |
| Kingsview Wealth Management, LLC | -2,431 | -20.6% | 9,364 |
| Mariner, LLC | -2,288 | -6.1% | 35,143 |
| Cambridge Investment Research Advis | -1,375 | -8.9% | 14,084 |
| Advisory Resource Group | -1,319 | -0.9% | 138,505 |
| HARBOUR INVESTMENTS, INC. | -1,202 | -7.8% | 14,206 |
| QTR Family Wealth, LLC | -1,000 | -8.3% | 11,019 |
| LPL Financial LLC | -841 | -9.8% | 7,730 |
| UBS Group AG | -551 | -93.1% | 41 |
| Rockefeller Capital Management L.P. | -527 | -5.0% | 9,927 |
| UPTICK PARTNERS, LLC | -199 | -2.9% | 6,720 |
| Prospera Financial Services Inc | -115 | -1.3% | 8,434 |
| Focus Financial Network, Inc. | -61 | -0.7% | 8,135 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | -61 | -0.6% | 10,617 |