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Disclosery

XMAR FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

72 managers (74 13F filers) reported a position in XMAR shares at 2024-12-31, 3,282,106 shares in all. 12 filers opened a position and 15 filers sold out during the quarter.

Managers
72
13F filers
74
New
12
Added
11
Reduced
34
Sold out
15
Shares held by filers
3,282,106

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cetera Investment Advisers401,004$14.5M0.03%-59,58413F-HRTimeline
PFS Partners, LLC357,800$13M7.05%-1,74213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding232,097$8.4M+1,074Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding209,071$7.57M+169,300Timeline
COMMONWEALTH EQUITY SERVICES, LLC179,733$6.51M0.01%-2,86813F-HRTimeline
Aptus Capital Advisors, LLC162,300$5.88M0.07%-98,70913F-HRTimeline
Financial Guidance Group, Inc.162,300$5.88M3.22%-98,70913F-HRTimeline
Bison Wealth, LLC161,970$5.86M0.72%13F-HRTimeline
REAP Financial Group, LLC161,850$5.86M1.45%-312,36113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,502$4.04M0.01%-10,46713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.100,062$3.62M0.1%-3,12713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC99,297$3.59M0.68%-3,54313F-HRTimeline
Foundations Investment Advisors, LLC82,796$3M0.06%-66213F-HRTimeline
LPL Financial LLC75,666$2.74M<0.01%-9,37213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …58,306$2.11M0.12%-13,02113F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,340$1.82M0.01%-2,02613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC47,307$1.71M0.05%+19,65813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC42,555$1.54M0.16%+15013F-HRTimeline
HBK Sorce Advisory LLC39,845$1.44M0.04%-94913F-HRTimeline
Arkadios Wealth Advisors38,745$1.4M0.08%-6,98613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,749$1.33M<0.01%+99713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,272$1.2M<0.01%-5,21813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,195$1.2M0.02%-30013F-HRTimelineGroup
Mutual Advisors, LLC25,101$914K0.03%013F-HRTimeline
Octavia Wealth Advisors, LLC23,422$848K0.1%-90313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,353$701K0.07%+2,09813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,732$678K<0.01%+5,06213F-HRTimelineGroup
Sage Capital Advisors,llc18,482$669K0.17%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,224$587K-143Timeline
Atria Investments, Inc16,043$581K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.15,901$576K0.06%-7,75513F-HRTimeline
LM Advisors LLC15,380$557K0.1%013F-HR/ATimeline
Bison Wealth, LLC15,178$549K0.12%-30013F-HRTimeline
Strategic Blueprint, LLC14,786$535K0.03%-73313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,489$525K0.02%+1,98213F-HRTimeline
Signal Advisors Wealth, LLC13,249$480K0.05%-19913F-HRTimeline
Foguth Wealth Management, LLC.12,466$455K0.12%-93813F-HRTimeline
HBW ADVISORY SERVICES LLC12,347$447K0.05%-1,20513F-HRTimeline
Mariner, LLCin group Mariner, LLC11,480$416K<0.01%-2913F-HRTimelineGroup
Bullseye Investment Management, LLC10,667$386K0.26%new13F-HRTimeline
IMG Wealth Management, Inc.10,300$373K0.34%13F-HRTimeline
Atria Wealth Solutions, Inc.8,943$324K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,656$313K<0.01%-1413F-HRTimeline
Janney Montgomery Scott LLC8,265$299K<0.01%+16513F-HRTimeline
VestGen Investment Management7,692$278K0.08%new13F-HRTimeline
AIFG Consultants Ltd.7,401$268K0.44%-45,46213F-HRTimeline
Cresset Asset Management, LLC6,744$244K<0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…6,450$233K0.1%-2,66513F-HRTimeline
Sequent Planning LLC6,142$222K0.08%-1,07113F-HRTimeline
PFG Advisors6,100$221K0.01%-80013F-HRTimeline
Triumph Capital Management6,000$217K0.07%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,828$211K0.08%-3,12113F-HRTimeline
UPTICK PARTNERS, LLC5,752$208K0.08%013F-HRTimeline
FWG Investments, LLC.5,536$200K0.16%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,526$200K<0.01%+1,16013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,702$135K0.01%+1013F-HRTimeline
COMERICA BANK3,643$132K<0.01%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.3,633$132K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…3,451$125K<0.01%-18313F-HRTimeline
Tanglewood Legacy Advisors, LLC3,300$119K0.05%013F-HRTimeline
IFP Advisors, Inc1,958$70.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,774$64.2K<0.01%013F-HRTimeline
Integrity Financial Corp /WA737$26.7K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC732$26.5K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC667$24.1K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY511$18.5K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.475$17.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG392$14.2K<0.01%-11,57413F-HRTimelineGroup
AE Wealth Management LLC295$10.7K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…250$9.05K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC148$5K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41$1.52K<0.01%new13F-HRTimelineGroup