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Disclosery

XMAR FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

71 managers (72 13F filers) reported a position in XMAR shares at 2025-12-31, 3,094,146 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
71
13F filers
72
New
4
Added
13
Reduced
38
Sold out
7
Shares held by filers
3,094,146

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Advisers351,402$14M0.02%-68,72913F-HRTimeline
PFS Partners, LLC314,983$12.6M5.77%-2,63113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,896$9.5M0.01%-24,26213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC214,241$8.55M<0.01%+4,07913F-HRTimelineGroup
Americana Partners, LLC211,509$8.45M0.23%-2,67213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding185,857$7.42M-37,890Timeline
COMMONWEALTH EQUITY SERVICES, LLC158,734$6.34M0.01%-18,63613F-HRTimeline
Aptus Capital Advisors, LLC151,743$6.06M0.05%-3,37013F-HRTimeline
Financial Guidance Group, Inc.151,743$6.06M2.48%-3,37013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC93,943$3.75M0.55%-3,31513F-HRTimeline
REAP Financial Group, LLC87,723$3.5M0.71%-4,40213F-HRTimeline
Foundations Investment Advisors, LLC76,205$3.04M0.04%-36113F-HRTimeline
LPL Financial LLC63,819$2.55M<0.01%-10,52113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP63,607$2.54M<0.01%+1,51613F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC62,439$2.49M0.93%-4,74713F-HRTimeline
HARBOUR INVESTMENTS, INC.47,834$1.91M0.04%-1,91513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC39,585$1.58M0.11%-2,57013F-HRTimeline
MML INVESTORS SERVICES, LLC37,410$1.49M<0.01%+2,10313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,001$1.48M0.04%-11,58213F-HRTimelineGroup
HBK Sorce Advisory LLC33,090$1.33M0.03%-2,66113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,053$1.28M0.01%-96613F-HRTimelineGroup
OLD MISSION CAPITAL LLC31,626$1.26M0.05%+16,19313F-HRTimeline
Arkadios Wealth Advisors29,959$1.2M0.02%-3,55813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,746$1.19M<0.01%+22,08313F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …28,379$1.14M0.04%-5,24813F-HRTimelineGroup
Octavia Wealth Advisors, LLC23,422$935K0.09%-1,40013F-HRTimeline
First Heartland Consultants, Inc.22,111$883K0.07%+1,48113F-HRTimeline
Mutual Advisors, LLC21,687$866K0.02%-2,51413F-HRTimeline
Signal Advisors Wealth, LLC18,947$757K0.06%+13,06813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,106$643K0.02%-213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,435$577K0.04%-4,45613F-HRTimeline
VestGen Investment Management13,853$553K0.31%+2,21113F-HRTimeline
Mariner, LLCin group Mariner, LLC13,317$532K<0.01%-1,65713F-HRTimelineGroup
QTR Family Wealth, LLC12,667$509K0.22%-67213F-HRTimeline
SageGuard Financial Group, LLC12,204$487K0.08%13F-HRTimeline
Janney Montgomery Scott LLC10,600$423K<0.01%+1,00013F-HRTimeline
IMG Wealth Management, Inc.10,300$411K0.26%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,000$399K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…9,785$391K<0.01%-3,28513F-HRTimeline
Sequent Planning LLC9,729$388K0.1%-58313F-HRTimeline
HBW ADVISORY SERVICES LLC9,035$361K0.04%013F-HRTimeline
MIRAMONTES CAPITAL, LLC7,457$298K0.1%13F-HRTimeline
Lakeridge Wealth Management LLC7,194$287K0.13%013F-HRTimeline
Regal Investment Advisors LLC6,777$271K0.02%+15813F-HRTimeline
Cresset Asset Management, LLC6,744$269K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,139$245K0.01%013F-HRTimeline
Atria Investments, Inc6,056$242K<0.01%+75613F-HRTimeline
Stonebridge Financial Planning Group, L…5,400$216K0.08%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,374$215K0.07%+5913F-HRTimeline
UPTICK PARTNERS, LLC5,201$208K0.04%-1,50013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,007$200K<0.01%-60213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.3,688$147K0.05%-27113F-HRTimeline
COMERICA BANK3,643$145K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC3,318$132K0.07%-6,61913F-HRTimeline
Tanglewood Legacy Advisors, LLC3,300$132K0.05%013F-HRTimeline
Triumph Capital Management3,000$120K0.03%-3,00013F-HRTimeline
Steward Partners Investment Advisory, L…2,637$105K<0.01%-33613F-HRTimeline
Benson Wealth Management INC2,500$99.8K0.11%13F-HRTimeline
Sound Income Strategies, LLC1,329$53.2K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,245$50K<0.01%-34413F-HRTimelineGroup
Smartleaf Asset Management LLC1,137$45.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc978$39.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…859$34.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG842$33.6K<0.01%+23013F-HRTimelineGroup
LANARK FINANCIAL, INC.840$33.5K<0.01%013F-HRTimeline
Integrity Financial Corp /WA712$28.4K0.01%-2513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY511$20.4K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.475$19K<0.01%013F-HRTimeline
LM Advisors LLC614$15.4K0.29%-14,76613F-HRTimeline
AE Wealth Management LLC292$11.7K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN152$6.07K<0.01%new13F-HRTimelineGroup