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

$39.11 +0.01 (+0.03%)
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)
9
Total
Institutional Inflows
(last 12 months)
$4.68M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$11.15M
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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
8/15/2025 FSB Premier Wealth Management Inc.5,319$204K0.1%N/A0.117%
8/12/2025 JPMorgan Chase & Co.2,611$100K0.0%-97.9%0.058%
8/11/2025 Invenio Wealth Partners LLC72,269$2.77M1.1%N/A1.595%
8/4/2025 Arkadios 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%
4/29/2025Strategic 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%
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%
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%
7/6/2023HBW Advisory Services LLC23,372$735K0.2%N/A0.000%
6/14/2023Atria Wealth Solutions Inc.10,332$313K0.0%N/A0.000%
5/16/2023Grant Street Asset Management Inc.17,364$527K0.2%N/A0.000%
5/16/2023Harbour 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%
5/5/2023Truist Financial Corp13,192$400K0.0%N/A0.000%
5/5/2023Silver Oak Securities Incorporated16,938$514K0.1%N/A0.000%
5/4/2023FSB Premier Wealth Management Inc.11,958$363K0.2%N/A0.000%
5/2/2023Schubert & Co1,370$42K0.0%N/A0.000%
5/2/2023Arkadios Wealth Advisors8,935$271K0.0%N/A0.000%
5/2/2023Pallas Capital Advisors LLC83,305$2.54M0.2%N/A0.000%
4/28/2023Crown Wealth Group LLC9,779$297K0.2%N/A0.000%
4/27/2023Benjamin F. Edwards & Company Inc.64,280$1.95M0.1%N/A0.000%
4/20/2023Octavia Wealth Advisors LLC29,693$901K0.2%N/A0.000%
4/19/2023Brookstone Capital Management34,316$1.05M0.0%N/A0.000%
4/18/2023IFP Advisors Inc1,000$30K0.0%N/A0.000%
4/18/2023Independent Wealth Network Inc.7,526$228K0.1%N/A0.000%
4/17/2023First Heartland Consultants Inc.6,673$202K0.0%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, 17 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 Blue Bell Private Wealth Management LLC ($3.63M), Invenio Wealth Partners LLC ($2.77M), Arkadios Wealth Advisors ($1.28M), Triumph Capital Management ($1.21M), Cary Street Partners Financial LLC ($587K), Cary Street Partners Investment Advisory LLC ($550K), and OLD Mission Capital LLC ($482K).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 11 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: Invenio Wealth Partners LLC ($72.27K), Triumph Capital Management ($36K), Arkadios Wealth Advisors ($33.92K), Strategic Blueprint LLC ($28.04K), Janney Montgomery Scott LLC ($20.84K), Cary Street Partners Financial LLC ($16.22K), and OLD Mission Capital LLC ($13.12K).

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 124,315 shares in the last 24 months. This purchase volume represents approximately $4.68M 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), JPMorgan Chase & Co. ($123.35K), Arkadios Wealth Advisors ($14.74K), Strategic Blueprint LLC ($13.34K), Blue Bell Private Wealth Management LLC ($3.98K), 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 302,482 shares in the last 24 months. This volume of shares sold represents approximately $11.15M in transactions.



This page (NYSEARCA:XMAR) was last updated on 9/12/2025 by MarketBeat.com Staff
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