XMAR · FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March ETF

$43.51 +0.00 (+0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 69

Total Value: $101,704,169

Total Shares: 2,511,835

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 69 13F filers · Δ vs Dec 31, 2025

Top Holder

11.7%

+0.3 pts

Top 5

45.7%

+2.6 pts

Top 10

65.9%

+0.7 pts

HHI

569

Broadly held+31

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: -17.4%

Shares held: -18.5%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Large COMMONWEALTH EQUITY SERVICES, LLC	+54,590	213,324
Large OSAIC HOLDINGS, INC.	+27,094	264,990
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	+10,847	104,790
Large Steward Partners Investment Advisory, LLC	+6,288	8,925
Small Triumph Capital Management	+3,000	6,000

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Mid Americana Partners, LLC	−186,620	24,889
Mega ENVESTNET ASSET MANAGEMENT INC	−159,672	54,569
Large Cetera Investment Advisers	−124,530	226,872
Small REAP Financial Group, LLC	−28,773	58,950
Mega FIRST TRUST ADVISORS LP	−27,144	36,463

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mega JANE STREET GROUP, LLC	46,991	$1,902,665
Mid World Investment Advisors	32,245	$1,305,600
Mid DIVERSIFY WEALTH MANAGEMENT, LLC	23,980	$970,950
Mega CITADEL ADVISORS LLC	19,724	$798,624
Mega GOLDMAN SACHS GROUP INC	8,556	$346,432

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Micro INVENIO WEALTH PARTNERS LLC	62,439	$2,493,189
Mid OLD MISSION CAPITAL LLC	31,626	$1,262,826
Mid Diversify Advisory Services, LLC	28,379	$1,133,173
Mid Signal Advisors Wealth, LLC	18,947	$756,553
Micro VestGen Investment Management	13,853	$553,150

Filter: New 10 Increased 9 Reduced 32 Sold out 11 Unchanged 18

Showing 69 of 69

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

PFS Partners, LLC XMAR

$11,875,352

11.68%

293,291

OSAIC HOLDINGS, INC. XMAR

$10,729,444

10.55%

264,990

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	84,317	$3,413,995	31.8%	Defined
CW Advisors, LLC	153,196	$6,202,906	57.8%	Sole
Osaic Advisory Services, LLC	27,477	$1,112,543	10.4%	Defined

Cetera Investment Advisers XMAR

$9,186,047

9.03%

226,872

COMMONWEALTH EQUITY SERVICES, LLC XMAR

$8,637,488

8.49%

213,324

Financial Guidance Group, Inc. XMAR

$6,052,526

5.95%

149,482

Aptus Capital Advisors, LLC XMAR

$6,052,526

5.95%

149,482

Kestra Advisory Services, LLC XMAR

$4,903,379

4.82%

121,101

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC XMAR

$4,242,947

4.17%

104,790

Foundations Investment Advisors, LLC XMAR

$2,975,934

2.93%

73,498

REAP Financial Group, LLC XMAR

$2,386,885

2.35%

58,950

LPL Financial LLC XMAR

$2,282,016

2.24%

56,360

ENVESTNET ASSET MANAGEMENT INC XMAR

$2,209,498

2.17%

54,569

KESTRA PRIVATE WEALTH SERVICES, LLC XMAR

$2,108,273

2.07%

52,069

JANE STREET GROUP, LLC XMAR

$1,902,665

1.87%

46,991

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	46,991	$1,902,665	100.0%	Defined

HARBOUR INVESTMENTS, INC. XMAR

$1,827,840

1.80%

45,143

INSIGNEO ADVISORY SERVICES, LLC XMAR

$1,559,067

1.53%

38,505

FIRST TRUST ADVISORS LP XMAR

$1,476,386

1.45%

36,463

HBK Sorce Advisory LLC XMAR

$1,358,965

1.34%

33,563

World Investment Advisors XMAR

$1,305,600

1.28%

32,245

SUSQUEHANNA INTERNATIONAL GROUP, LLP XMAR

$1,295,477

1.27%

31,995

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	31,995	$1,295,477	100.0%	Other

Arkadios Wealth Advisors XMAR

$1,192,794

1.17%

29,459

Brookstone Capital Management XMAR

$1,146,636

1.13%

28,319

MML INVESTORS SERVICES, LLC XMAR

$1,136,837

1.12%

28,077

Americana Partners, LLC XMAR

$1,007,755

0.99%

24,889

DIVERSIFY WEALTH MANAGEMENT, LLC XMAR

$970,950

0.95%

23,980

Octavia Wealth Advisors, LLC XMAR

$948,356

0.93%

23,422

Mutual Advisors, LLC XMAR

$877,701

0.86%

21,677

CITADEL ADVISORS LLC XMAR

$798,624

0.79%

19,724

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	19,724	$798,624	100.0%	Defined

CreativeOne Wealth, LLC XMAR

$794,332

0.78%

19,618

First Heartland Consultants, Inc. XMAR

$674,482

0.66%

16,658

CARY STREET PARTNERS FINANCIAL LLC XMAR

$652,131

0.64%

16,106

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	16,106	$652,131	100.0%	Defined

Mariner, LLC XMAR

$524,466

0.52%

12,953

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	12,953	$524,466	100.0%	Other

QTR Family Wealth, LLC XMAR

$467,214

0.46%

11,539

SageGuard Financial Group, LLC XMAR

$437,089

0.43%

10,795

Janney Montgomery Scott LLC XMAR

$429,194

0.42%

10,600

IMG Wealth Management, Inc. XMAR

$417,047

0.41%

10,300

SILVER OAK SECURITIES, INCORPORATED XMAR

$405,628

0.40%

10,018

HBW ADVISORY SERVICES LLC XMAR

$365,827

0.36%

9,035

Steward Partners Investment Advisory, LLC XMAR

$361,373

0.36%

8,925

GOLDMAN SACHS GROUP INC XMAR

$346,432

0.34%

8,556

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	8,556	$346,432	100.0%	Defined

Regal Investment Advisors LLC XMAR

$280,757

0.28%

6,934

Cambridge Investment Research Advisors, Inc. XMAR

$273,428

0.27%

6,753

Cresset Asset Management, LLC XMAR

$273,064

0.27%

6,744

Sequent Planning LLC XMAR

$271,647

0.27%

6,709

INDEPENDENT FINANCIAL GROUP, LLC XMAR

$248,568

0.24%

6,139

Triumph Capital Management XMAR

$242,940

0.24%

6,000

Merit Financial Group, LLC XMAR

$224,355

0.22%

5,541

Stonebridge Financial Planning Group, LLC XMAR

$218,646

0.21%

5,400

FSB PREMIER WEALTH MANAGEMENT, INC. XMAR

$217,431

0.21%

5,370

BARCLAYS PLC XMAR

$202,328

0.20%

4,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	4,997	$202,328	100.0%	Defined

DHJJ Financial Advisors, Ltd. XMAR

$149,327

0.15%

3,688

FIFTH THIRD BANCORP XMAR

$147,505

0.15%

3,643

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	3,643	$147,505	100.0%	Defined

Tanglewood Legacy Advisors, LLC XMAR

$133,617

0.13%

3,300

Benson Wealth Management INC XMAR

$101,225

0.10%

2,500

Sound Income Strategies, LLC XMAR

$53,811

0.05%

1,329

Advisory Services Network, LLC XMAR

$47,575

0.05%

1,175

IFP Advisors, Inc XMAR

$39,599

0.04%

978

Smartleaf Asset Management LLC XMAR

$37,453

0.04%

925

NBC SECURITIES, INC. XMAR

$34,011

0.03%

840

Capital Investment Advisory Services, LLC XMAR

$31,663

0.03%

782

Integrity Financial Corp /WA XMAR

$28,828

0.03%

712

Ashton Thomas Private Wealth, LLC XMAR

$27,533

0.03%

680

LM Advisors LLC XMAR

$24,901

0.02%

615

MORGAN STANLEY XMAR

$20,690

0.02%

511

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	511	$20,690	100.0%	Defined

Geneos Wealth Management Inc. XMAR

$19,232

0.02%

475

AE Wealth Management LLC XMAR

$11,661

0.01%

288

CREATIVE FINANCIAL DESIGNS INC /ADV XMAR

$9,150

0.01%

226

WELLS FARGO & COMPANY/MN XMAR

$6,154

0.01%

152

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	152	$6,154	100.0%	Defined

ROYAL BANK OF CANADA XMAR

$3,887

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	96	$3,887	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	842	$33,621	100.0%	Defined