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

$35.61 -0.04 (-0.11%)
As of 04/17/2025 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)
5
Total
Institutional Inflows
(last 12 months)
$2.82M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.54M
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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
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%
1/29/2025AIFG 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%
5/1/2024 Janney Montgomery Scott LLC26,100$877K0.0%+222.2%0.468%
4/30/2024Arkadios Wealth Advisors47,037$1.58M0.1%-8.4%0.843%
4/25/2024Triumph 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%
11/4/2023 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%
10/18/2023Strategic 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%
8/15/2023 Insigneo 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%
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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%
8/8/2023 Millington 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%
7/26/2023 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%
7/17/2023Clear 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%
7/12/2023 Quad 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%
7/6/2023 HBW 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%
5/11/2023 Insigneo Advisory Services LLC43,338$1.31M0.4%N/A0.000%
5/11/2023Commonwealth Equity Services LLC152,954$4.64M0.0%N/A0.000%
5/8/2023Blue 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%
5/2/2023 Pallas 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%
4/20/2023 Octavia 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%
4/14/2023AE Wealth Management LLC30,148$914K0.0%N/A0.000%
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(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, 50 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 Cambridge Investment Research Advisors Inc. ($4.32M).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 49 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 3,991,368 shares in the last 24 months. This purchase volume represents approximately $124.85M in transactions.

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

Of the 12 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: AIFG Consultants Ltd. ($148K), Cary Street Partners Investment Advisory LLC ($145.02K), Arkadios Wealth Advisors ($13.47K), Strategic Blueprint LLC ($13.25K), Blue Bell Private Wealth Management LLC ($6.82K), Silver Oak Securities Incorporated ($4.70K), and FSB Premier Wealth Management Inc. ($3.12K).

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 340,466 shares in the last 24 months. This volume of shares sold represents approximately $11.67M in transactions.



This page (NYSEARCA:XMAR) was last updated on 4/19/2025 by MarketBeat.com Staff
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