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Disclosery

XMAR FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

76 managers (77 13F filers) reported a position in XMAR shares at 2025-06-30, 3,317,682 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
76
13F filers
77
New
9
Added
21
Reduced
27
Sold out
8
Shares held by filers
3,317,682

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Advisers414,376$15.9M0.03%+19,66213F-HRTimeline
PFS Partners, LLC319,883$12.2M6.17%-1,21013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding255,666$9.79M+6,215Timeline
Americana Partners, LLC212,842$8.15M0.28%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC191,307$7.33M<0.01%+16,37613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC188,579$7.22M0.01%+13,83413F-HRTimeline
Aptus Capital Advisors, LLC158,247$6.06M0.06%-2,30313F-HRTimeline
Financial Guidance Group, Inc.158,247$6.06M2.94%-2,30313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,994$4.02M0.01%+1,31913F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC98,752$3.78M0.63%-10813F-HRTimeline
Bison Wealth, LLC93,557$3.58M0.28%-46,71413F-HRTimeline
REAP Financial Group, LLC93,557$3.58M0.84%-48,54913F-HRTimeline
Foundations Investment Advisors, LLC79,359$3.04M0.05%-1,88613F-HRTimeline
INVENIO WEALTH PARTNERS LLC72,269$2.77M1.1%new13F-HRTimeline
LPL Financial LLC68,986$2.64M<0.01%-32013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP60,945$2.33M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.57,743$2.21M0.06%+4,66113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,418$1.93M0.05%+5,46113F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC42,555$1.63M0.14%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …41,628$1.61M0.06%+6213F-HRTimelineGroup
OLD MISSION CAPITAL LLC39,013$1.49M0.04%+25,89013F-HRTimeline
HBK Sorce Advisory LLC38,649$1.48M0.04%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,193$1.31M0.02%+1,30613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,786$1.29M<0.01%-1,92513F-HRTimeline
Arkadios Wealth Advisors33,518$1.28M0.04%-6,58213F-HRTimeline
Mutual Advisors, LLC24,601$950K0.02%-10013F-HRTimeline
Octavia Wealth Advisors, LLC23,422$897K0.1%013F-HRTimeline
First Heartland Consultants, Inc.22,416$858K0.08%+6,71813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,625$713K0.06%+1,01013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,108$617K0.02%-4413F-HRTimelineGroup
LM Advisors LLC15,380$588K0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,958$573K<0.01%+2,76813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,158$542K0.01%-2713F-HRTimeline
Cambridge Investment Research Advisors,…13,841$530K<0.01%-1,25513F-HRTimeline
QTR Family Wealth, LLC13,517$518K0.32%-39113F-HRTimeline
Atria Investments, Inc10,730$411K<0.01%+2,94313F-HRTimeline
Sequent Planning LLC10,696$410K0.13%-27313F-HRTimeline
IMG Wealth Management, Inc.10,300$394K0.31%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,000$383K0.02%013F-HRTimeline
Janney Montgomery Scott LLC9,600$368K<0.01%+2,83513F-HRTimeline
Bullseye Investment Management, LLC9,937$365K0.22%013F-HRTimeline
HBW ADVISORY SERVICES LLC9,035$346K0.04%-3,31213F-HRTimeline
Consolidated Portfolio Review Corp8,464$324K0.04%new13F-HRTimeline
VestGen Investment Management8,258$316K0.23%+96513F-HRTimeline
Lakeridge Wealth Management LLC7,194$275K0.13%013F-HRTimeline
Regal Investment Advisors LLC6,905$264K0.02%new13F-HRTimeline
Cresset Asset Management, LLC6,744$258K<0.01%013F-HR/ATimeline
UPTICK PARTNERS, LLC6,701$257K0.07%+94913F-HRTimeline
Millington Financial Advisors, LLC6,131$236K0.12%new13F-HRTimeline
PFG Advisors6,130$235K0.01%+43013F-HRTimeline
Triumph Capital Management6,000$230K0.07%013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.5,960$228K<0.01%-10713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,765$221K<0.01%+1,77513F-HR/ATimelineGroup
Signal Advisors Wealth, LLC5,647$216K0.02%-6,43613F-HRTimeline
Foguth Wealth Management, LLC.5,647$216K0.05%-6,43613F-HRTimeline
Stonebridge Financial Planning Group, L…5,400$207K0.09%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,319$204K0.07%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC5,253$201K0.08%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,959$152K0.05%+27113F-HRTimeline
COMERICA BANK3,643$140K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC3,300$126K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…3,021$116K<0.01%-32813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,611$100K<0.01%-123,35213F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,515$96.3K<0.01%-1,07413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,589$61K<0.01%+34413F-HR/ATimelineGroup
IFP Advisors, Inc978$37.5K<0.01%-53013F-HRTimeline
LANARK FINANCIAL, INC.840$32K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC800$30.6K0.01%013F-HRTimeline
Integrity Financial Corp /WA737$28.2K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY511$19.6K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.475$18.2K<0.01%013F-HRTimeline
AE Wealth Management LLC292$11.2K<0.01%-313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC232$8.88K<0.01%-50013F-HRTimelineGroup
Wood Tarver Financial Group, LLC148$5K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.120$4.59K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.