XMAR Institutional Ownership
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
1W: +0.1%
1M: +0.6%
3M: +2.1%
YTD: +9.3%
1Y: +11.3%
3Y: +38.6%
$43.69
+0.05 (+0.11%)
Weekly Expected Move ±0.3%
$43
$44
$44
$44
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XMAR
82
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
114M
Total Invested
11
New Positions
11
Increased
35
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 299,663 | $13M | +72,791 | +32.1% | 14Q | SEC ↗ |
| 2 | PFS Partners, LLC | 285,666 | $12M | -7,625 | -2.6% | 14Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 250,907 | $11M | -14,083 | -5.3% | 14Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 212,913 | $9M | -411 | -0.2% | 14Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 212,872 | $9M | +158,303 | +290.1% | 14Q | SEC ↗ |
| 6 | Aptus Capital Advisors, LLC | 145,685 | $6M | -3,797 | -2.5% | 13Q | SEC ↗ |
| 7 | Financial Guidance Group, Inc. | 145,685 | $6M | -3,797 | -2.5% | 10Q | SEC ↗ |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 104,976 | $5M | +186 | +0.2% | 14Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 95,777 | $4M | -25,324 | -20.9% | 14Q | SEC ↗ |
| 10 | Foundations Investment Advisors, LLC | 72,118 | $3M | -1,380 | -1.9% | 13Q | SEC ↗ |
| 11 | REAP Financial Group, LLC | 56,181 | $2M | -2,769 | -4.7% | 11Q | SEC ↗ |
| 12 | LPL Financial LLC | 52,066 | $2M | -4,294 | -7.6% | 12Q | SEC ↗ |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 47,915 | $2M | -4,154 | -8.0% | 14Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 43,368 | $2M | +15,291 | +54.5% | 14Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 40,513 | $2M | -4,630 | -10.3% | 14Q | SEC ↗ |
| 16 | INSIGNEO ADVISORY SERVICES, LLC | 38,505 | $2M | — | +0.0% | 14Q | SEC ↗ |
| 17 | FIRST TRUST ADVISORS LP | 36,626 | $2M | +163 | +0.4% | 5Q | SEC ↗ |
| 18 | HBK Sorce Advisory LLC | 32,422 | $1M | -1,141 | -3.4% | 14Q | SEC ↗ |
| 19 | World Investment Advisors | 31,785 | $1M | -460 | -1.4% | 3Q | SEC ↗ |
| 20 | CreativeOne Wealth, LLC | 30,189 | $1M | +10,571 | +53.9% | 8Q | SEC ↗ |
| 21 | Arkadios Wealth Advisors | 29,459 | $1M | — | +0.0% | 14Q | SEC ↗ |
| 22 | Brookstone Capital Management | 27,461 | $1M | -858 | -3.0% | 14Q | SEC ↗ |
| 23 | Octavia Wealth Advisors, LLC | 23,422 | $1M | — | +0.0% | 14Q | SEC ↗ |
| 24 | Diversify Advisory Services, LLC NEW | 23,275 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 23,275 | $1M | -705 | -2.9% | 2Q | SEC ↗ |
| 26 | Signal Advisors Wealth, LLC NEW | 21,414 | $936K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Mutual Advisors, LLC | 21,002 | $918K | -675 | -3.1% | 14Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,497 | $764K | -14,498 | -45.3% | 4Q | SEC ↗ |
| 29 | LM Advisors LLC | 15,380 | $672K | +14,765 | +2400.8% | 11Q | SEC ↗ |
| 30 | Mariner, LLC | 15,002 | $655K | +2,049 | +15.8% | 9Q | SEC ↗ |
| 31 | CARY STREET PARTNERS FINANCIAL LLC | 14,169 | $619K | -1,937 | -12.0% | 7Q | SEC ↗ |
| 32 | SILVER OAK SECURITIES, INCORPORATED | 12,675 | $554K | +2,657 | +26.5% | 14Q | SEC ↗ |
| 33 | QTR Family Wealth, LLC | 11,481 | $502K | -58 | -0.5% | 6Q | SEC ↗ |
| 34 | Summit Financial, LLC NEW | 11,128 | $486K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Sequent Planning LLC | 10,976 | $480K | +4,267 | +63.6% | 10Q | SEC ↗ |
| 36 | SageGuard Financial Group, LLC | 10,696 | $467K | -99 | -0.9% | 3Q | SEC ↗ |
| 37 | Janney Montgomery Scott LLC | 10,600 | $463K | — | +0.0% | 13Q | SEC ↗ |
| 38 | Atria Investments, Inc NEW | 10,474 | $458K | — | +0.0% | 1Q | SEC ↗ |
| 39 | HBW ADVISORY SERVICES LLC | 9,035 | $395K | — | +0.0% | 9Q | SEC ↗ |
| 40 | Steward Partners Investment Advisory, | 8,925 | $390K | — | +0.0% | 14Q | SEC ↗ |
| 41 | MIRAMONTES CAPITAL, LLC | 7,457 | $326K | — | +0.0% | 3Q | SEC ↗ |
| 42 | First Heartland Consultants, Inc. | 7,377 | $322K | -9,281 | -55.7% | 10Q | SEC ↗ |
| 43 | Cresset Asset Management, LLC | 6,744 | $295K | — | +0.0% | 10Q | SEC ↗ |
| 44 | Regal Investment Advisors LLC | 6,704 | $293K | -230 | -3.3% | 5Q | SEC ↗ |
| 45 | HRT FINANCIAL LP NEW | 6,413 | $280K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 6,403 | $280K | -350 | -5.2% | 13Q | SEC ↗ |
| 47 | INDEPENDENT FINANCIAL GROUP, LLC | 6,139 | $268K | — | +0.0% | 9Q | SEC ↗ |
| 48 | Triumph Capital Management | 6,000 | $262K | — | +0.0% | 10Q | SEC ↗ |
| 49 | Envestnet Portfolio Solutions, Inc. NEW | 5,663 | $247K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Merit Financial Group, LLC | 5,541 | $242K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 23,275 | $1M |
| Signal Advisors Wealth, LLC | 21,414 | $936K |
| Summit Financial, LLC | 11,128 | $486K |
| Atria Investments, Inc | 10,474 | $458K |
| HRT FINANCIAL LP | 6,413 | $280K |
| Envestnet Portfolio Solutions, Inc. | 5,663 | $247K |
| Gallagher Fiduciary Advisors, LLC | 5,416 | $237K |
| Nvest Financial, LLC | 4,825 | $211K |
| BANK OF MONTREAL /CAN | 1,381 | $60K |
| IFG Advisory, LLC | 492 | $21K |
| UBS Group AG | 93 | $4K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 62,439 | $3M |
| JANE STREET GROUP, LLC | 46,991 | $2M |
| OLD MISSION CAPITAL LLC | 31,626 | $1M |
| Americana Partners, LLC | 24,889 | $1M |
| CITADEL ADVISORS LLC | 19,724 | $862K |
| VestGen Investment Management | 13,853 | $605K |
| B. Riley Wealth Advisors, Inc. | 10,000 | $437K |
| GOLDMAN SACHS GROUP INC | 8,556 | $374K |
| Lakeridge Wealth Management LLC | 7,194 | $314K |
| UPTICK PARTNERS, LLC | 5,201 | $227K |
| Sound Income Strategies, LLC | 1,329 | $58K |
| Advisory Services Network, LLC | 1,175 | $51K |
| Geneos Wealth Management Inc. | 475 | $21K |
| WELLS FARGO & COMPANY/MN | 152 | $7K |
| ROYAL BANK OF CANADA | 96 | $4K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +158,303 | +290.1% | 212,872 |
| Cetera Investment Advisers | +72,791 | +32.1% | 299,663 |
| MML INVESTORS SERVICES, LLC | +15,291 | +54.5% | 43,368 |
| LM Advisors LLC | +14,765 | +2400.8% | 15,380 |
| CreativeOne Wealth, LLC | +10,571 | +53.9% | 30,189 |
| Sequent Planning LLC | +4,267 | +63.6% | 10,976 |
| SILVER OAK SECURITIES, INCORPORATED | +2,657 | +26.5% | 12,675 |
| Mariner, LLC | +2,049 | +15.8% | 15,002 |
| Capital Investment Advisory Service | +1,210 | +154.7% | 1,992 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +186 | +0.2% | 104,976 |
| FIRST TRUST ADVISORS LP | +163 | +0.4% | 36,626 |