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MARM Institutional Ownership

FT Vest U.S. Equity Max Buffer ETF - March
1W: +0.1% 1M: +0.3% 3M: +1.1% YTD: +4.6% 1Y: +6.1%
$34.62
+0.06 (+0.16%)
 
Weekly Expected Move ±0.2%
$34 $35 $35 $35 $35
ETF CBOE · AUM $108.5M

Institutional Ownership — MARM

85
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
65M
Total Invested
10
New Positions
11
Increased
43
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (92 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Ignite Planners, LLC 272,928 $9M — +0.0% 10Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 193,815 $7M -4,767 -2.4% 10Q SEC ↗
3 Brookstone Capital Management 123,679 $4M +10,598 +9.4% 9Q SEC ↗
4 Cetera Investment Advisers 74,740 $3M -3,661 -4.7% 9Q SEC ↗
5 Kestra Advisory Services, LLC 69,078 $2M -17,375 -20.1% 10Q SEC ↗
6 NewEdge Advisors, LLC 56,540 $2M +735 +1.3% 9Q SEC ↗
7 CAPTRUST FINANCIAL ADVISORS 55,580 $2M -9,684 -14.8% 9Q SEC ↗
8 Mariner, LLC 52,552 $2M +2,095 +4.2% 9Q SEC ↗
9 Madrona Financial Services, LLC 51,822 $2M — +0.0% 9Q SEC ↗
10 OSAIC HOLDINGS, INC. 44,639 $2M +3,322 +8.0% 9Q SEC ↗
11 KINGSWOOD WEALTH ADVISORS, LLC 44,259 $2M -452 -1.0% 8Q SEC ↗
12 LPL Financial LLC 40,715 $1M -2,139 -5.0% 8Q SEC ↗
13 Cresset Asset Management, LLC 39,949 $1M -856 -2.1% 9Q SEC ↗
14 Triad Wealth Partners, LLC 39,909 $1M -9,361 -19.0% 5Q SEC ↗
15 TRUIST FINANCIAL CORP 39,405 $1M — +0.0% 9Q SEC ↗
16 Capasso Planning Partners LLC 39,170 $1M +1,372 +3.6% 5Q SEC ↗
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 38,343 $1M — +0.0% 1Q SEC ↗
18 Main Street Financial Solutions, LLC 36,212 $1M — +0.0% 9Q SEC ↗
19 Legacy Edge Advisors, LLC 34,201 $1M -3,437 -9.1% 9Q SEC ↗
20 Atria Investments, Inc 33,927 $1M -1,238 -3.5% 5Q SEC ↗
21 Mutual Advisors, LLC 31,478 $1M -1,525 -4.6% 9Q SEC ↗
22 Anfield Capital Management, LLC 22,988 $796K -189 -0.8% 8Q SEC ↗
23 HARBOUR INVESTMENTS, INC. 22,246 $770K +1,822 +8.9% 10Q SEC ↗
24 UPTICK PARTNERS, LLC 18,356 $635K -554 -2.9% 8Q SEC ↗
25 Summit Financial, LLC NEW 18,269 $632K — +0.0% 1Q SEC ↗
26 Global Assets Advisory, LLC NEW 18,107 $627K — +0.0% 1Q SEC ↗
27 Clear Creek Financial Management, LLC 17,621 $610K +290 +1.7% 9Q SEC ↗
28 Cambridge Investment Research Advisors 17,423 $603K -5,001 -22.3% 9Q SEC ↗
29 Foguth Wealth Management, LLC. 16,629 $576K — +0.0% 3Q SEC ↗
30 AE Wealth Management LLC 16,017 $554K +443 +2.8% 8Q SEC ↗
31 Triumph Capital Management 15,674 $543K -109 -0.7% 9Q SEC ↗
32 Apollon Wealth Management, LLC 15,511 $537K -600 -3.7% 9Q SEC ↗
33 Gallagher Fiduciary Advisors, LLC 15,310 $530K — +0.0% 9Q SEC ↗
34 Climber Capital SA NEW 13,798 $478K — +0.0% 1Q SEC ↗
35 Arkadios Wealth Advisors 13,682 $474K — +0.0% 6Q SEC ↗
36 Ameritas Advisory Services, LLC NEW 12,534 $434K — +0.0% 1Q SEC ↗
37 Jaffetilchin Investment Partners, LLC 11,994 $415K — +0.0% 8Q SEC ↗
38 Syntegra Private Wealth Group, LLC 11,953 $414K — +0.0% 9Q SEC ↗
39 WORLD EQUITY GROUP, INC. 10,073 $349K -760 -7.0% 8Q SEC ↗
40 Coppell Advisory Solutions LLC NEW 10,015 $347K — +0.0% 1Q SEC ↗
41 StoneX Group Inc. 9,525 $330K +2,020 +26.9% 3Q SEC ↗
42 Gerber Kawasaki Wealth & Investment Ma 9,450 $327K — +0.0% 9Q SEC ↗
43 Chris Bulman Inc 9,382 $325K -148 -1.6% 9Q SEC ↗
44 IFP Advisors, Inc 9,180 $318K -2,035 -18.1% 9Q SEC ↗
45 Prasad Wealth Partners, LLC 8,900 $308K — +0.0% 2Q SEC ↗
46 Certified Advisory Corp 8,168 $283K — +0.0% 9Q SEC ↗
47 First Heartland Consultants, Inc. 8,097 $280K — +0.0% 9Q SEC ↗
48 Merit Financial Group, LLC 8,073 $279K +262 +3.4% 3Q SEC ↗
49 INDEPENDENT FINANCIAL GROUP, LLC 7,826 $271K -144 -1.8% 9Q SEC ↗
50 VICTORY FINANCIAL GROUP, LLC 7,770 $269K — +0.0% 2Q SEC ↗

Recent Activity

Biggest Increases (11)
HolderAddedChange %Total Shares
Brookstone Capital Management +10,598 +9.4% 123,679
OSAIC HOLDINGS, INC. +3,322 +8.0% 44,639
Mariner, LLC +2,095 +4.2% 52,552
StoneX Group Inc. +2,020 +26.9% 9,525
HARBOUR INVESTMENTS, INC. +1,822 +8.9% 22,246
Capasso Planning Partners LLC +1,372 +3.6% 39,170
NewEdge Advisors, LLC +735 +1.3% 56,540
AE Wealth Management LLC +443 +2.8% 16,017
Clear Creek Financial Management, L +290 +1.7% 17,621
Merit Financial Group, LLC +262 +3.4% 8,073
Geneos Wealth Management Inc. +130 +4.6% 2,960
Biggest Decreases (20)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -17,375 -20.1% 69,078
CAPTRUST FINANCIAL ADVISORS -9,684 -14.8% 55,580
Triad Wealth Partners, LLC -9,361 -19.0% 39,909
Cambridge Investment Research Advis -5,001 -22.3% 17,423
COMMONWEALTH EQUITY SERVICES, LLC -4,767 -2.4% 193,815
BARCLAYS PLC -4,473 -91.7% 406
Cetera Investment Advisers -3,661 -4.7% 74,740
Legacy Edge Advisors, LLC -3,437 -9.1% 34,201
LPL Financial LLC -2,139 -5.0% 40,715
IFP Advisors, Inc -2,035 -18.1% 9,180
JPMORGAN CHASE & CO -1,957 -34.7% 3,688
Mutual Advisors, LLC -1,525 -4.6% 31,478
Bullseye Investment Management, LLC -1,505 -23.2% 4,993
IMG Wealth Management, Inc. -1,241 -29.6% 2,946
Atria Investments, Inc -1,238 -3.5% 33,927
Integrity Financial Corp /WA -1,148 -13.1% 7,631
Cresset Asset Management, LLC -856 -2.1% 39,949
Buck Wealth Strategies, LLC -800 -9.5% 7,600
WORLD EQUITY GROUP, INC. -760 -7.0% 10,073
Apollon Wealth Management, LLC -600 -3.7% 15,511

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