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

$34.02
-0.07 (-0.21%)
(As of 05/23/2024 ET)

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)
39
Total
Institutional Inflows
(last 12 months)
$97.94M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.44M
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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
5/17/2024 Comerica Bank3,643$122K0.0%-12.0%0.066%
5/1/2024 Janney Montgomery Scott LLC26,100$877K0.0%+222.2%0.468%
4/30/2024 Arkadios Wealth Advisors47,037$1.58M0.1%-8.4%0.843%
4/25/2024 Triumph Capital Management36,000$1.21M0.5%N/A0.673%
4/24/2024 Blue 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%
2/7/2024 Cary 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%
1/25/2024 Blue Bell Private Wealth Management LLC107,308$3.53M0.8%-0.7%0.000%
1/24/2024 Arkadios Wealth Advisors51,347$1.69M0.1%-1.9%0.000%
11/13/2023 Cary Street Partners Investment Advisory LLC153,223$4.85M0.3%-5.3%0.000%
11/9/2023 First Heartland Consultants Inc.6,692$212K0.0%-25.9%0.000%
11/4/2023 NBC Securities Inc.840$26K0.0%N/A0.000%
10/30/2023 Blue 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%
10/13/2023 Arkadios 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%
8/15/2023 Grant Street Asset Management Inc.16,961$534K0.2%-2.3%0.000%
8/15/2023 Insigneo Advisory Services LLC44,293$1.39M0.3%+2.2%0.000%
8/14/2023 Bison Wealth LLC13,204$415K0.1%N/A0.000%
8/11/2023 Kestra Advisory Services LLC254,769$8.02M0.1%+162.9%0.000%
8/11/2023 FSB 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%
8/10/2023 Osaic 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%
8/10/2023 Cary Street Partners Investment Advisory LLC161,759$5.09M0.3%N/A0.000%
8/10/2023 Cetera Advisors LLC593,952$18.69M0.3%N/A0.000%
8/10/2023 Cetera Advisor Networks LLC31,167$980K0.0%N/A0.000%
8/10/2023 Cetera Investment Advisers135,721$4.27M0.0%+1,027.3%0.000%
8/8/2023 Kestra Private Wealth Services LLC294,182$9.26M0.3%+543.2%0.000%
8/8/2023 Blue Bell Private Wealth Management LLC108,498$3.41M0.9%+118.3%0.000%
8/8/2023 Millington Financial Advisors LLC101,267$3.19M2.8%N/A0.000%
8/7/2023 Lincoln National Corp7,110$224K0.0%N/A0.000%
8/4/2023 HBK 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%
8/4/2023IFP 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%
8/2/2023 Sigma Planning Corp8,431$265K0.0%N/A0.000%
8/1/2023 Truist Financial Corp32,702$1.03M0.0%+147.9%0.000%
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7/31/2023 Mutual Advisors LLC29,601$931K0.0%+85.3%0.000%
7/26/2023 First Heartland Consultants Inc.9,034$284K0.0%+35.4%0.000%
7/26/2023 Janney Montgomery Scott LLC8,400$264K0.0%N/A0.000%
7/20/2023 Global Retirement Partners LLC59,766$1.88M0.1%+1.2%0.000%
7/19/2023 Foundations Investment Advisors LLC11,021$347K0.0%N/A0.000%
7/18/2023 Octavia Wealth Advisors LLC28,352$892K0.2%-4.5%0.000%
7/18/2023 Virtue 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%
7/10/2023 AE 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%
5/16/2023 Grant Street Asset Management Inc.17,364$527K0.2%N/A0.000%
5/16/2023Harbour Investments Inc.258,044$7.83M0.4%N/A0.000%
5/11/2023 Insigneo Advisory Services LLC43,338$1.31M0.4%N/A0.000%
5/11/2023Commonwealth Equity Services LLC152,954$4.64M0.0%N/A0.000%
5/8/2023 Blue Bell Private Wealth Management LLC49,701$1.51M0.5%N/A0.000%
5/8/2023 Global 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%
5/4/2023 FSB Premier Wealth Management Inc.11,958$363K0.2%N/A0.000%
5/2/2023 Schubert & Co1,370$42K0.0%N/A0.000%
5/2/2023 Arkadios Wealth Advisors8,935$271K0.0%N/A0.000%
5/2/2023 Pallas Capital Advisors LLC83,305$2.54M0.2%N/A0.000%
4/28/2023 Crown Wealth Group LLC9,779$297K0.2%N/A0.000%
4/27/2023 Benjamin 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%
4/18/2023IFP Advisors Inc1,000$30K0.0%N/A0.000%
4/18/2023 Independent Wealth Network Inc.7,526$228K0.1%N/A0.000%
4/17/2023 First Heartland Consultants Inc.6,673$202K0.0%N/A0.000%
4/14/2023 AE 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, 48 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), Harbour Investments Inc. ($7.83M), Osaic Holdings Inc. ($5.49M), and AIFG Consultants Ltd. ($5.36M).Learn more on XMAR's institutional investors.

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

Of the 47 institutional investors that purchased FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($1.13M), Cetera Advisors LLC ($593.95K), Harbour Investments Inc. ($258.04K), Kestra Private Wealth Services LLC ($248.45K), Cary Street Partners Investment Advisory LLC ($161.76K), Osaic Holdings Inc. ($161.07K), and Kestra Advisory Services LLC ($157.88K).

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 4,008,984 shares in the last 24 months. This purchase volume represents approximately $125.22M in transactions.

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

Of the 9 institutional investors that sold FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cary Street Partners Investment Advisory LLC ($145.02K), Arkadios Wealth Advisors ($5.32K), Silver Oak Securities Incorporated ($4.70K), Strategic Blueprint LLC ($4.63K), First Heartland Consultants Inc. ($2.34K), Blue Bell Private Wealth Management LLC ($1.75K), and Octavia Wealth Advisors LLC ($1.34K).

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 165,989 shares in the last 24 months. This volume of shares sold represents approximately $5.44M in transactions.


This page (NYSEARCA:XMAR) was last updated on 5/24/2024 by MarketBeat.com Staff

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