— Know what they know.
Not Investment Advice

DMAR Institutional Ownership

FT Vest U.S. Equity Deep Buffer ETF - March
1W: +0.0% 1M: +0.6% 3M: +2.1% YTD: +9.8% 1Y: +12.3% 3Y: +42.8% 5Y: +46.3%
$45.82
+0.10 (+0.22%)
 
Weekly Expected Move ±0.4%
$45 $46 $46 $46 $46
ETF CBOE · AUM $456.6M

Institutional Ownership — DMAR

105
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
166M
Total Invested
19
New Positions
20
Increased
34
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (115 total)

# Holder Shares Value Change Change % Holding Period Filing
1 DWM Financial Group, Inc. NEW 702,329 $32M — +0.0% 1Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 352,821 $16M +205,160 +138.9% 17Q SEC ↗
3 Spectrum Asset Management, Inc. (NB/CA 246,980 $11M -1,236 -0.5% 10Q SEC ↗
4 First International Bank of Israel Ltd 236,000 $11M — +0.0% 2Q SEC ↗
5 Decker Wealth Management LLC 190,477 $9M -6,237 -3.2% 3Q SEC ↗
6 Kestra Advisory Services, LLC 185,940 $9M -51,325 -21.6% 18Q SEC ↗
7 Cetera Investment Advisers 166,564 $8M +79,003 +90.2% 15Q SEC ↗
8 Wood Tarver Financial Group, LLC 151,814 $7M -4,839 -3.1% 7Q SEC ↗
9 OSAIC HOLDINGS, INC. 106,098 $5M +4,688 +4.6% 22Q SEC ↗
10 COMMONWEALTH EQUITY SERVICES, LLC 102,548 $5M -3,239 -3.1% 22Q SEC ↗
11 LPL Financial LLC 92,420 $4M +14,243 +18.2% 12Q SEC ↗
12 FOUNDERS FINANCIAL SECURITIES LLC 86,759 $4M +9,583 +12.4% 8Q SEC ↗
13 HARBOUR INVESTMENTS, INC. 84,201 $4M +248 +0.3% 17Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 69,724 $3M +4,060 +6.2% 7Q SEC ↗
15 CWM, LLC 63,631 $3M -25,816 -28.9% 9Q SEC ↗
16 MML INVESTORS SERVICES, LLC 53,068 $2M +18,417 +53.1% 13Q SEC ↗
17 Ignite Planners, LLC 40,554 $2M — +0.0% 15Q SEC ↗
18 REAP Financial Group, LLC 38,060 $2M +450 +1.2% 11Q SEC ↗
19 Foguth Wealth Management, LLC. 33,980 $2M -81 -0.2% 3Q SEC ↗
20 UPTICK PARTNERS, LLC 33,877 $2M -660 -1.9% 8Q SEC ↗
21 Mutual Advisors, LLC 33,041 $2M -2,489 -7.0% 18Q SEC ↗
22 Quantinno Capital Management LP 32,873 $2M — +0.0% 4Q SEC ↗
23 WETZEL INVESTMENT ADVISORS, INC. 32,783 $2M -883 -2.6% 11Q SEC ↗
24 Kovack Advisors, Inc. 30,430 $1M -1,331 -4.2% 6Q SEC ↗
25 Integrity Financial Corp /WA 26,825 $1M +228 +0.9% 19Q SEC ↗
26 Glen Eagle Advisors, LLC 25,660 $1M — +0.0% 17Q SEC ↗
27 Cambridge Investment Research Advisors 25,131 $1M +3,336 +15.3% 22Q SEC ↗
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 23,933 $1M — +0.0% 1Q SEC ↗
29 SAGESPRING WEALTH PARTNERS, LLC 23,222 $1M — +0.0% 6Q SEC ↗
30 1ST SOURCE BANK 22,230 $1M -1,550 -6.5% 2Q SEC ↗
31 Ameritas Advisory Services, LLC 20,780 $952K +6,169 +42.2% 10Q SEC ↗
32 JPMORGAN CHASE & CO NEW 19,320 $885K — +0.0% 1Q SEC ↗
33 Uniting Wealth Partners, LLC 18,680 $856K — +0.0% 2Q SEC ↗
34 Sunbelt Securities, Inc. 17,829 $817K +2,005 +12.7% 13Q SEC ↗
35 Signal Advisors Wealth, LLC NEW 17,700 $811K — +0.0% 1Q SEC ↗
36 Clear Creek Financial Management, LLC 17,659 $809K +5,440 +44.5% 5Q SEC ↗
37 FSB PREMIER WEALTH MANAGEMENT, INC. 17,299 $793K -862 -4.7% 10Q SEC ↗
38 OPPENHEIMER & CO INC 15,261 $699K -19 -0.1% 9Q SEC ↗
39 TRUIST FINANCIAL CORP 15,169 $695K -61 -0.4% 14Q SEC ↗
40 RFG Advisory, LLC 14,853 $681K +938 +6.7% 5Q SEC ↗
41 Ethic Inc. NEW 14,239 $652K — +0.0% 1Q SEC ↗
42 Mission Financial Group, LLC NEW 13,844 $634K — +0.0% 1Q SEC ↗
43 Buck Wealth Strategies, LLC 13,431 $615K — +0.0% 6Q SEC ↗
44 Schulz Wealth, LTD. NEW 13,413 $615K — +0.0% 1Q SEC ↗
45 Tradition Wealth Management, LLC 12,184 $558K — +0.0% 5Q SEC ↗
46 &PARTNERS 12,105 $555K -1,577 -11.5% 3Q SEC ↗
47 CreativeOne Wealth, LLC NEW 11,866 $544K — +0.0% 1Q SEC ↗
48 McKinley Carter Wealth Services, Inc. 11,500 $527K -7,230 -38.6% 14Q SEC ↗
49 StoneX Group Inc. 10,740 $492K +240 +2.3% 9Q SEC ↗
50 NewEdge Advisors, LLC 10,217 $468K +1,272 +14.2% 14Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +205,160 +138.9% 352,821
Cetera Investment Advisers +79,003 +90.2% 166,564
MML INVESTORS SERVICES, LLC +18,417 +53.1% 53,068
LPL Financial LLC +14,243 +18.2% 92,420
FOUNDERS FINANCIAL SECURITIES LLC +9,583 +12.4% 86,759
Ameritas Advisory Services, LLC +6,169 +42.2% 20,780
Clear Creek Financial Management, L +5,440 +44.5% 17,659
OSAIC HOLDINGS, INC. +4,688 +4.6% 106,098
RAYMOND JAMES FINANCIAL INC +4,060 +6.2% 69,724
Grantvest Financial Group LLC +3,369 +50.9% 9,992
Cambridge Investment Research Advis +3,336 +15.3% 25,131
Farther Finance Advisors, LLC +2,635 +49.4% 7,968
Sunbelt Securities, Inc. +2,005 +12.7% 17,829
BARCLAYS PLC +1,317 +580.2% 1,544
NewEdge Advisors, LLC +1,272 +14.2% 10,217
RFG Advisory, LLC +938 +6.7% 14,853
VestGen Advisors, LLC +628 +12.4% 5,709
REAP Financial Group, LLC +450 +1.2% 38,060
HARBOUR INVESTMENTS, INC. +248 +0.3% 84,201
StoneX Group Inc. +240 +2.3% 10,740
Biggest Decreases (20)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -51,325 -21.6% 185,940
CWM, LLC -25,816 -28.9% 63,631
McKinley Carter Wealth Services, In -7,230 -38.6% 11,500
Decker Wealth Management LLC -6,237 -3.2% 190,477
Wood Tarver Financial Group, LLC -4,839 -3.1% 151,814
COMMONWEALTH EQUITY SERVICES, LLC -3,239 -3.1% 102,548
Mutual Advisors, LLC -2,489 -7.0% 33,041
&PARTNERS -1,577 -11.5% 12,105
1ST SOURCE BANK -1,550 -6.5% 22,230
Kovack Advisors, Inc. -1,331 -4.2% 30,430
Spectrum Asset Management, Inc. (NB -1,236 -0.5% 246,980
WETZEL INVESTMENT ADVISORS, INC. -883 -2.6% 32,783
FSB PREMIER WEALTH MANAGEMENT, INC. -862 -4.7% 17,299
Spire Wealth Management -691 -12.8% 4,699
UPTICK PARTNERS, LLC -660 -1.9% 33,877
Capital Investment Advisory Service -245 -5.0% 4,681
Prosperity Consulting Group, LLC -193 -3.5% 5,290
Foguth Wealth Management, LLC. -81 -0.2% 33,980
LANARK FINANCIAL, INC. -71 -11.9% 525
Nova Wealth Management, Inc. -69 -0.8% 8,334

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms