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Disclosery

XMAR FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

74 managers (75 13F filers) reported a position in XMAR shares at 2025-03-31, 3,129,368 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
74
13F filers
75
New
10
Added
8
Reduced
40
Sold out
8
Shares held by filers
3,129,368

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Advisers394,714$14.5M0.03%-6,29013F-HRTimeline
PFS Partners, LLC321,093$11.8M6.28%-36,70713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding249,451$9.17M+17,354Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding174,931$6.43M-34,140Timeline
COMMONWEALTH EQUITY SERVICES, LLC174,745$6.42M0.01%-4,98813F-HRTimeline
Aptus Capital Advisors, LLC160,550$5.9M0.07%-1,75013F-HRTimeline
Financial Guidance Group, Inc.160,550$5.9M3.19%-1,75013F-HRTimeline
REAP Financial Group, LLC142,106$5.22M1.29%-19,74413F-HRTimeline
Bison Wealth, LLC140,271$5.15M0.48%-21,69913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO125,963$4.63M<0.01%+125,92213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,675$3.81M0.01%-7,82713F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC98,860$3.63M0.69%-43713F-HRTimeline
Foundations Investment Advisors, LLC81,245$2.99M0.06%-1,55113F-HRTimeline
LPL Financial LLC69,306$2.55M<0.01%-6,36013F-HRTimeline
HARBOUR INVESTMENTS, INC.53,082$1.95M0.06%-46,98013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,957$1.65M0.05%-2,35013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC42,555$1.56M0.16%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …41,566$1.52M0.09%-16,74013F-HRTimelineGroup
Arkadios Wealth Advisors40,100$1.47M0.06%+1,35513F-HRTimeline
HBK Sorce Advisory LLC38,649$1.42M0.04%-1,19613F-HRTimeline
MML INVESTORS SERVICES, LLC35,711$1.31M<0.01%+2,43913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,887$1.21M0.02%-30813F-HRTimelineGroup
Mutual Advisors, LLC24,701$901K0.03%-40013F-HRTimeline
Octavia Wealth Advisors, LLC23,422$861K0.1%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,615$646K0.06%-1,73813F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,152$594K0.02%-7213F-HRTimelineGroup
First Heartland Consultants, Inc.15,698$577K0.06%-20313F-HRTimeline
LM Advisors LLC15,380$564K0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…15,096$555K<0.01%-35,24413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,185$521K0.02%-30413F-HRTimeline
QTR Family Wealth, LLC13,908$511K0.39%13F-HRTimeline
OLD MISSION CAPITAL LLC13,123$482K0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC12,347$454K0.06%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,190$448K<0.01%+71013F-HRTimelineGroup
Signal Advisors Wealth, LLC12,083$444K0.04%-1,16613F-HRTimeline
Foguth Wealth Management, LLC.12,083$444K0.11%-38313F-HRTimeline
Sequent Planning LLC10,969$403K0.15%+4,82713F-HRTimeline
Virtue Capital Management, LLC10,327$379K0.04%new13F-HRTimeline
IMG Wealth Management, Inc.10,300$378K0.34%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,000$367K0.01%new13F-HRTimeline
Bullseye Investment Management, LLC9,937$365K0.22%-73013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,950$329K<0.01%-27,79913F-HRTimelineGroup
Strategic Blueprint, LLC8,281$304K0.02%-6,50513F-HRTimeline
Atria Investments, Inc7,787$286K<0.01%-8,25613F-HRTimeline
VestGen Investment Management7,293$268K0.2%-39913F-HRTimeline
Lakeridge Wealth Management LLC7,194$264K0.13%new13F-HRTimeline
WOLVERINE TRADING, LLC6,787$249K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC6,765$249K<0.01%-1,50013F-HRTimeline
Cresset Asset Management, LLC6,744$248K<0.01%013F-HRTimeline
AIFG Consultants Ltd.6,448$237K0.39%-95313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,394$235K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,190$227K<0.01%-12,54213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,067$223K<0.01%-2,58913F-HRTimeline
Triumph Capital Management6,000$220K0.07%013F-HRTimeline
UPTICK PARTNERS, LLC5,752$211K0.07%013F-HRTimeline
PFG Advisors5,700$209K0.01%-40013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,990$147K<0.01%-1,53613F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.3,688$136K0.05%+5513F-HRTimeline
COMERICA BANK3,643$134K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG3,589$132K<0.01%+3,19713F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,349$123K<0.01%-10213F-HRTimeline
Tanglewood Legacy Advisors, LLC3,300$121K0.05%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,683$61.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,508$55.4K<0.01%-45013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,245$46K<0.01%new13F-HR/ATimelineGroup
LANARK FINANCIAL, INC.840$30K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC800$29.4K0.01%new13F-HRTimeline
Integrity Financial Corp /WA737$27.1K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC732$26.5K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY511$18.8K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.475$17.5K<0.01%013F-HRTimeline
AE Wealth Management LLC295$10.8K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC148$5.44K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,70213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.