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

$42.74 +0.10 (+0.23%)
As of 06/30/2026 04:10 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)
8
Total
Institutional Inflows
(last 12 months)
$5.82M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$12.78M
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XMAR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
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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%
7/18/2023Octavia Wealth Advisors LLC28,352$892K0.2%-4.5%0.000%
7/18/2023Virtue Capital Management LLC15,531$488K0.1%+5.1%0.000%
7/17/2023Clear Creek Financial Management LLC7,445$234K0.0%N/A0.000%
7/13/2023Cambridge Investment Research Advisors Inc.137,440$4.32M0.0%N/A0.000%
7/12/2023Independent Wealth Network Inc.23,252$731K0.4%+209.0%0.000%
7/12/2023Quad Cities Investment Group LLC11,783$371K0.2%N/A0.000%
7/11/2023Brookstone Capital Management36,445$1.14M0.0%+6.2%0.000%
7/10/2023AE Wealth Management LLC34,449$1.08M0.0%+14.3%0.000%


XMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 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), 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), Kestra Private Wealth Services LLC ($2.11M), and First Trust Advisors LP ($1.48M).Learn more on FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March's institutional investors.

Of the 14 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: Invenio Wealth Partners LLC ($72.27K), World Investment Advisors ($32.25K), Diversify Wealth Management LLC ($23.98K), Cary Street Partners Financial LLC ($16.22K), OLD Mission Capital LLC ($13.12K), Bullseye Investment Management LLC ($10.67K), and Independent Financial Group LLC ($6.14K).

Institutional investors have bought a total of 148,759 shares in the last 24 months. This purchase volume represents approximately $5.82M 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), JPMorgan Chase & Co. ($123.35K), First Trust Advisors LP ($27.14K), Arkadios Wealth Advisors ($10.64K), Kestra Private Wealth Services LLC ($9.21K), Invenio Wealth Partners LLC ($5.08K), and Blue Bell Private Wealth Management LLC ($4.81K).

Institutional investors have sold a total of 323,086 shares in the last 24 months. This volume of shares sold represents approximately $12.78M in transactions.


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This page (BATS:XMAR) was last updated on 7/1/2026 by MarketBeat.com Staff.
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