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

$38.60 +0.15 (+0.39%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.71M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$6.48M
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XMAR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Arkadios Wealth Advisors33,518$1.28M0.0%-16.4%0.740%
7/17/2025 Janney 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%
4/29/2025 Strategic Blueprint LLC8,281$304K0.0%-44.0%0.175%
4/23/2025 AIFG Consultants Ltd.6,448$237K0.4%-12.9%0.136%
4/17/2025 Janney Montgomery Scott LLC6,765$249K0.0%-18.1%0.143%
4/9/2025 NBC 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%
1/29/2025 AIFG Consultants Ltd.7,401$268K0.4%-86.0%0.134%
1/23/2025 Strategic Blueprint LLC14,786$535K0.0%-4.7%0.267%
1/15/2025Arkadios Wealth Advisors38,745$1.40M0.1%-15.3%0.701%
10/25/2024 Strategic Blueprint LLC15,519$551K0.0%-28.2%0.281%
10/24/2024Arkadios Wealth Advisors45,731$1.62M0.1%-2.5%0.827%
10/21/2024 AIFG 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%
7/29/2024 AIFG Consultants Ltd.148,899$5.15M3.8%-4.2%2.693%
7/27/2024 Strategic Blueprint LLC21,621$747K0.1%-7.6%0.391%
5/17/2024Comerica Bank3,643$122K0.0%-12.0%0.066%
5/1/2024 Janney Montgomery Scott LLC26,100$877K0.0%+222.2%0.468%
4/30/2024Arkadios Wealth Advisors47,037$1.58M0.1%-8.4%0.843%
4/25/2024 Triumph 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%
4/23/2024 Strategic Blueprint LLC23,411$787K0.1%-14.1%0.438%
2/7/2024Cary Street Partners Investment Advisory LLC16,735$550K0.0%-89.1%0.000%
1/25/2024 Strategic 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%
11/4/2023 NBC Securities Inc.840$26K0.0%N/A0.000%
10/30/2023Blue Bell Private Wealth Management LLC108,033$3.42M0.9%-0.4%0.000%
10/18/2023 Strategic Blueprint LLC28,037$887K0.1%N/A0.000%
10/13/2023Arkadios Wealth Advisors52,354$1.66M0.2%+164.6%0.000%
8/30/2023 AIFG Consultants Ltd.170,508$5.36M4.3%+0.5%0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
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%
8/10/2023 Kraematon 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%
8/4/2023 Envestnet Asset Management Inc.71,676$2.26M0.0%+52.1%0.000%
8/4/2023 IFP Advisors Inc4,908$146K0.0%+390.8%0.000%
8/3/2023 Atria Wealth Solutions Inc.10,713$337K0.0%+3.7%0.000%
8/2/2023 Silver Oak Securities Incorporated12,242$385K0.1%-27.7%0.000%
8/2/2023Sigma Planning Corp8,431$265K0.0%N/A0.000%
8/1/2023 Truist Financial Corp32,702$1.03M0.0%+147.9%0.000%
7/31/2023 Mutual Advisors LLC29,601$931K0.0%+85.3%0.000%
7/26/2023First Heartland Consultants Inc.9,034$284K0.0%+35.4%0.000%
7/26/2023 Janney 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%
7/18/2023 Octavia Wealth Advisors LLC28,352$892K0.2%-4.5%0.000%
7/18/2023Virtue Capital Management LLC15,531$488K0.1%+5.1%0.000%
7/17/2023 Clear Creek Financial Management LLC7,445$234K0.0%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.137,440$4.32M0.0%N/A0.000%
7/12/2023 Independent Wealth Network Inc.23,252$731K0.4%+209.0%0.000%
7/12/2023 Quad Cities Investment Group LLC11,783$371K0.2%N/A0.000%
7/11/2023 Brookstone Capital Management36,445$1.14M0.0%+6.2%0.000%
7/10/2023AE Wealth Management LLC34,449$1.08M0.0%+14.3%0.000%
7/6/2023 HBW Advisory Services LLC23,372$735K0.2%N/A0.000%
6/14/2023 Atria Wealth Solutions Inc.10,332$313K0.0%N/A0.000%
5/16/2023Grant Street Asset Management Inc.17,364$527K0.2%N/A0.000%
5/16/2023 Harbour Investments Inc.258,044$7.83M0.4%N/A0.000%
5/11/2023Insigneo Advisory Services LLC43,338$1.31M0.4%N/A0.000%
5/11/2023Commonwealth Equity Services LLC152,954$4.64M0.0%N/A0.000%
5/8/2023Blue Bell Private Wealth Management LLC49,701$1.51M0.5%N/A0.000%
5/8/2023Global Retirement Partners LLC59,047$1.80M0.1%N/A0.000%
5/5/2023 Truist Financial Corp13,192$400K0.0%N/A0.000%
5/5/2023 Silver Oak Securities Incorporated16,938$514K0.1%N/A0.000%
5/4/2023FSB Premier Wealth Management Inc.11,958$363K0.2%N/A0.000%
5/2/2023 Schubert & Co1,370$42K0.0%N/A0.000%
5/2/2023Arkadios Wealth Advisors8,935$271K0.0%N/A0.000%
5/2/2023 Pallas Capital Advisors LLC83,305$2.54M0.2%N/A0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
4/28/2023 Crown Wealth Group LLC9,779$297K0.2%N/A0.000%
4/27/2023Benjamin F. Edwards & Company Inc.64,280$1.95M0.1%N/A0.000%
4/20/2023 Octavia Wealth Advisors LLC29,693$901K0.2%N/A0.000%
4/19/2023 Brookstone Capital Management34,316$1.05M0.0%N/A0.000%
4/18/2023 IFP Advisors Inc1,000$30K0.0%N/A0.000%
4/18/2023 Independent Wealth Network Inc.7,526$228K0.1%N/A0.000%
4/17/2023First Heartland Consultants Inc.6,673$202K0.0%N/A0.000%
4/14/2023AE Wealth Management LLC30,148$914K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

XMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMAR shares?

During the previous two years, 31 institutional investors and hedge funds held shares of FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March. The most heavily invested institutionals were Commonwealth Equity Services LLC ($35.41M), Cetera Advisors LLC ($18.69M), Kestra Private Wealth Services LLC ($9.26M), Kestra Advisory Services LLC ($8.02M), Osaic Holdings Inc. ($5.49M), Cetera Investment Advisers ($4.27M), and Blue Bell Private Wealth Management LLC ($3.63M).Learn more on FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March's institutional investors.

Which institutional investors have been buying FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March's stock?

Of the 28 institutional investors that purchased FT Cboe 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: Commonwealth Equity Services LLC ($972.64K), Cetera Advisors LLC ($593.95K), Kestra Private Wealth Services LLC ($248.45K), Cary Street Partners Investment Advisory LLC ($161.76K), Osaic Holdings Inc. ($161.07K), Kestra Advisory Services LLC ($157.88K), and Cetera Investment Advisers ($123.68K).

How much institutional buying is happening at FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March?

Institutional investors have bought a total of 46,727 shares in the last 24 months. This purchase volume represents approximately $1.71M in transactions.

Which of FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March's major shareholders have been selling company stock?

The following institutional investors have sold FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March stock in the last 24 months: AIFG Consultants Ltd. ($142.45K), Arkadios Wealth Advisors ($14.74K), Strategic Blueprint LLC ($13.34K), Blue Bell Private Wealth Management LLC ($5.51K), FSB Premier Wealth Management Inc. ($3.12K), and Janney Montgomery Scott LLC ($1.50K).

How much institutional selling is happening at FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March?

Institutional investors have sold a total of 180,662 shares in the last 24 months. This volume of shares sold represents approximately $6.48M in transactions.



This page (NYSEARCA:XMAR) was last updated on 8/4/2025 by MarketBeat.com Staff
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