Free Trial
→ Federal Reserve Reveals Disturbing New Plan To Control Your Money (From Weiss Ratings) (Ad)tc pixel Free XMAR Stock Alerts

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) Institutional Ownership

$43.73 -0.06 (-0.14%)
As of 12:12 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (BATS:XMAR)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$11.18M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.21M
Get XMAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XMAR Institutional Buying and Selling by Quarter

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Signal Advisors Wealth LLC24,422$1.07M0.0%+14.0%0.520%
10/14/2026B. Riley Wealth Advisors Inc.10,000$436K0.0%N/A0.213%
9/23/2026Envestnet Portfolio Solutions Inc.5,663$242K0.0%N/A0.120%
9/23/2026Envestnet Asset Management Inc.212,872$9.10M0.0%+290.1%4.529%
9/11/2026Bullseye Investment Management LLC3,241$139K0.1%N/A0.069%
8/23/2026Nvest Financial LLC4,825$206K0.1%N/A0.103%
8/20/2026M Holdings Securities Inc.12,000$514K0.1%N/A0.255%
7/8/2026First Heartland Consultants Inc.7,377$315K0.0%-55.7%0.157%
5/19/2026Arkadios Wealth Advisors29,459$1.19M0.0%-1.7%0.627%
5/13/2026Cetera Investment Advisers226,872$9.19M0.0%-35.4%4.827%
5/13/2026First Trust Advisors LP36,463$1.48M0.0%-42.7%0.776%
5/6/2026Independent Financial Group LLC6,139$249K0.0%N/A0.131%
5/2/2026Diversify Wealth Management LLC23,980$1.01M0.0%N/A0.510%
5/1/2026Fifth Third Bancorp3,643$148K0.0%N/A0.078%
4/30/2026Kestra Advisory Services LLC121,101$4.90M0.0%-2.8%2.577%
4/27/2026World Investment Advisors32,245$1.31M0.0%+0.8%0.686%
4/23/2026Financial Guidance Group Inc.149,482$6.05M2.4%-1.5%3.180%
4/23/2026SageGuard Financial Group LLC10,795$437K0.1%-11.5%0.230%
4/21/2026Sequent Planning LLC6,709$272K0.1%-31.0%0.143%
4/21/2026Silver Oak Securities Incorporated10,018$406K0.0%-30.6%0.213%
4/20/2026Kestra Private Wealth Services LLC52,069$2.11M0.0%-15.0%1.108%
4/17/2026Brookstone Capital Management28,319$1.15M0.0%-11.6%0.603%
3/13/2026World Investment Advisors31,977$1.28M0.0%N/A0.680%
2/13/2026Arkadios Wealth Advisors29,959$1.20M0.0%-10.6%0.717%
2/11/2026Janney Montgomery Scott LLC10,600$423K0.0%+10.4%0.254%
2/9/2026Blue Bell Private Wealth Management LLC93,943$3.75M0.5%-3.4%2.247%
1/21/2026Sound Income Strategies LLC1,329$53K0.0%N/A0.031%
11/13/2025Invenio Wealth Partners LLC67,186$2.64M1.0%-7.0%1.527%
10/22/2025Blue Bell Private Wealth Management LLC97,258$3.82M0.6%-1.5%2.195%
8/15/2025FSB Premier Wealth Management Inc.5,319$204K0.1%N/A0.117%
8/12/2025JPMorgan Chase & Co.2,611$100K0.0%-97.9%0.058%
8/11/2025Invenio Wealth Partners LLC72,269$2.77M1.1%N/A1.595%
8/4/2025Arkadios Wealth Advisors33,518$1.28M0.0%-16.4%0.740%
7/17/2025Janney Montgomery Scott LLC9,600$368K0.0%+41.9%0.205%
5/15/2025OLD Mission Capital LLC13,123$482K0.0%N/A0.272%
5/8/2025Arkadios Wealth Advisors40,100$1.47M0.1%+3.5%0.830%
5/5/2025Blue Bell Private Wealth Management LLC98,860$3.63M0.7%-0.4%2.090%
5/5/2025Hollencrest Capital Management1,683$62K0.0%N/A0.036%
4/29/2025Strategic Blueprint LLC8,281$304K0.0%-44.0%0.175%
4/23/2025AIFG Consultants Ltd.6,448$237K0.4%-12.9%0.136%
Why Some AI Stocks Already Surged Over 300 Percent (Ad)

Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run, and Vertiv before a 1900 percent run. Now he's tracking a radical light-speed technology that could make AI 100 times faster and 100 times more energy efficient. Stocks tied to it have already climbed 133 percent, 217 percent, and 320 percent.tc pixel

See the light-speed AI technology and get Jason's number one pick free
4/17/2025Janney Montgomery Scott LLC6,765$249K0.0%-18.1%0.143%
4/9/2025NBC Securities Inc.840$30K0.0%N/A0.018%
2/17/2025Cary Street Partners Financial LLC16,224$587K0.0%N/A0.293%
2/12/2025FSB Premier Wealth Management Inc.5,828$211K0.1%-34.9%0.105%
2/12/2025Bullseye Investment Management LLC10,667$386K0.3%N/A0.193%
2/7/2025Blue Bell Private Wealth Management LLC99,297$3.60M0.7%-3.4%1.796%
1/29/2025AIFG Consultants Ltd.7,401$268K0.4%-86.0%0.134%
1/23/2025Strategic Blueprint LLC14,786$535K0.0%-4.7%0.267%
1/15/2025Arkadios Wealth Advisors38,745$1.40M0.1%-15.3%0.701%
10/25/2024Strategic Blueprint LLC15,519$551K0.0%-28.2%0.281%
10/24/2024Arkadios Wealth Advisors45,731$1.62M0.1%-2.5%0.827%
10/21/2024AIFG Consultants Ltd.52,863$1.88M1.4%-64.5%0.956%
8/5/2024Blue Bell Private Wealth Management LLC105,221$3.64M0.8%-1.4%1.903%
7/29/2024AIFG Consultants Ltd.148,899$5.15M3.8%-4.2%2.693%
7/27/2024Strategic Blueprint LLC21,621$747K0.1%-7.6%0.391%
5/17/2024Comerica Bank3,643$122K0.0%-12.0%0.066%
5/1/2024Janney Montgomery Scott LLC26,100$877K0.0%+222.2%0.468%
4/30/2024Arkadios Wealth Advisors47,037$1.58M0.1%-8.4%0.843%
4/25/2024Triumph Capital Management36,000$1.21M0.5%N/A0.673%
4/24/2024Blue Bell Private Wealth Management LLC106,753$3.59M0.8%-0.5%1.995%
4/23/2024Strategic Blueprint LLC23,411$787K0.1%-14.1%0.438%
2/7/2024Cary Street Partners Investment Advisory LLC16,735$550K0.0%-89.1%0.000%
1/25/2024Strategic Blueprint LLC27,245$896K0.1%-2.8%0.000%
1/25/2024Blue Bell Private Wealth Management LLC107,308$3.53M0.8%-0.7%0.000%
1/24/2024Arkadios Wealth Advisors51,347$1.69M0.1%-1.9%0.000%
11/13/2023Cary Street Partners Investment Advisory LLC153,223$4.85M0.3%-5.3%0.000%
11/9/2023First Heartland Consultants Inc.6,692$212K0.0%-25.9%0.000%
11/4/2023NBC Securities Inc.840$26K0.0%N/A0.000%
10/30/2023Blue Bell Private Wealth Management LLC108,033$3.42M0.9%-0.4%0.000%
10/18/2023Strategic Blueprint LLC28,037$887K0.1%N/A0.000%
10/13/2023Arkadios Wealth Advisors52,354$1.66M0.2%+164.6%0.000%
8/30/2023AIFG Consultants Ltd.170,508$5.36M4.3%+0.5%0.000%
8/15/2023Grant Street Asset Management Inc.16,961$534K0.2%-2.3%0.000%
8/15/2023Insigneo Advisory Services LLC44,293$1.39M0.3%+2.2%0.000%
8/14/2023Bison Wealth LLC13,204$415K0.1%N/A0.000%
8/11/2023Kestra Advisory Services LLC254,769$8.02M0.1%+162.9%0.000%
8/11/2023FSB Premier Wealth Management Inc.17,118$539K0.3%+43.2%0.000%
8/10/2023Kraematon Investment Advisors Inc.30,195$950K1.0%N/A0.000%
8/10/2023Osaic Holdings Inc.174,430$5.49M0.0%+1,205.9%0.000%
8/10/2023Commonwealth Equity Services LLC1,125,593$35.41M0.1%+635.9%0.000%
8/10/2023Cary Street Partners Investment Advisory LLC161,759$5.09M0.3%N/A0.000%
8/10/2023Cetera Advisors LLC593,952$18.69M0.3%N/A0.000%
8/10/2023Cetera Advisor Networks LLC31,167$980K0.0%N/A0.000%
8/10/2023Cetera Investment Advisers135,721$4.27M0.0%+1,027.3%0.000%
8/8/2023Kestra Private Wealth Services LLC294,182$9.26M0.3%+543.2%0.000%
8/8/2023Blue Bell Private Wealth Management LLC108,498$3.41M0.9%+118.3%0.000%
8/8/2023Millington Financial Advisors LLC101,267$3.19M2.8%N/A0.000%
8/7/2023Lincoln National Corp7,110$224K0.0%N/A0.000%
8/4/2023HBK Sorce Advisory LLC34,716$1.09M0.0%+131.2%0.000%
8/4/2023Envestnet Asset Management Inc.71,676$2.26M0.0%+52.1%0.000%
Elon's next millionaires start October 24? (Ad)

SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into millionaires. One welder's $10,000 stock package made him a millionaire on IPO day. Former Wall Street CEO Dylan Jovine says Elon Musk's next venture could outsize everything he's built before. It runs on an obscure AI firm Musk has relied on since 2012, supplying crucial technology to Tesla, Starlink and SpaceX.tc pixel

See Elon's overlooked AI stock before the October 24 deadline
8/4/2023IFP Advisors Inc4,908$146K0.0%+390.8%0.000%
8/3/2023Atria Wealth Solutions Inc.10,713$337K0.0%+3.7%0.000%
8/2/2023Silver Oak Securities Incorporated12,242$385K0.1%-27.7%0.000%
8/2/2023Sigma Planning Corp8,431$265K0.0%N/A0.000%
8/1/2023Truist Financial Corp32,702$1.03M0.0%+147.9%0.000%
7/31/2023Mutual Advisors LLC29,601$931K0.0%+85.3%0.000%
7/26/2023First Heartland Consultants Inc.9,034$284K0.0%+35.4%0.000%
7/26/2023Janney Montgomery Scott LLC8,400$264K0.0%N/A0.000%
7/20/2023Global Retirement Partners LLC59,766$1.88M0.1%+1.2%0.000%
7/19/2023Foundations Investment Advisors LLC11,021$347K0.0%N/A0.000%


XMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March. The most heavily invested institutionals were Cetera Investment Advisers ($9.19M), Envestnet Asset Management Inc. ($9.10M), Financial Guidance Group Inc. ($6.05M), Kestra Advisory Services LLC ($4.90M), Blue Bell Private Wealth Management LLC ($3.75M), Invenio Wealth Partners LLC ($2.64M), and Kestra Private Wealth Services LLC ($2.11M).Learn more on FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March's institutional investors.

Of the 20 institutional investors that purchased FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($158.30K), Invenio Wealth Partners LLC ($72.27K), World Investment Advisors ($32.25K), Diversify Wealth Management LLC ($23.98K), Cary Street Partners Financial LLC ($16.22K), Bullseye Investment Management LLC ($13.91K), and OLD Mission Capital LLC ($13.12K).

Institutional investors have bought a total of 265,376 shares in the last 24 months. This purchase volume represents approximately $11.18M in transactions.

Of the 13 institutional investors that sold FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($124.53K), First Trust Advisors LP ($27.14K), First Heartland Consultants Inc. ($9.28K), Kestra Private Wealth Services LLC ($9.21K), Invenio Wealth Partners LLC ($5.08K), Blue Bell Private Wealth Management LLC ($4.81K), and Silver Oak Securities Incorporated ($4.42K).

Institutional investors have sold a total of 202,433 shares in the last 24 months. This volume of shares sold represents approximately $8.21M in transactions.


Related Companies

Institutional ownership data for BATS:XMAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
My next big call (under $1)
The obvious way to "bet on Trump" in crypto is the Trump memecoin. And right now it's back in the news, with a...
Crypto 101 Media | Sponsoredtc pixel
Elon says the ‘S’ word
Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men d...
Paradigm Press | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel