Ticker: XMAR CUSIP: 33740F474 Class: FT VEST US EQT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SageGuard Financial Group, LLC | 12,204 | $487 |
| Sound Income Strategies, LLC | 1,329 | $53 |
| Smartleaf Asset Management LLC | 1,137 | $45 |
| Capital Investment Advisory Services, LLC | 859 | $34 |
| WELLS FARGO & COMPANY/MN | 152 | $6 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| VestGen Investment Management | 11,642 | 13,853 | +2,211 (+19.0%) |
| Signal Advisors Wealth, LLC | 5,879 | 18,947 | +13,068 (+222.3%) |
| OLD MISSION CAPITAL LLC | 15,433 | 31,626 | +16,193 (+104.9%) |
| First Heartland Consultants, Inc. | 20,630 | 22,111 | +1,481 (+7.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,663 | 29,746 | +22,083 (+288.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 210,162 | 214,241 | +4,079 (+1.9%) |
| MML INVESTORS SERVICES, LLC | 35,307 | 37,410 | +2,103 (+6.0%) |
| FIRST TRUST ADVISORS LP | 62,091 | 63,607 | +1,516 (+2.4%) |
| Atria Investments, Inc | 5,300 | 6,056 | +756 (+14.3%) |
| BARCLAYS PLC | 4,366 | 5,007 | +641 (+14.7%) |
| Regal Investment Advisors LLC | 6,619 | 6,777 | +158 (+2.4%) |
| UBS Group AG | 612 | 842 | +230 (+37.6%) |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 5,315 | 5,374 | +59 (+1.1%) |
| Janney Montgomery Scott LLC | 9,600 | 10,600 | +1,000 (+10.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LM Advisors LLC | 15,380 | 614 | -14,766 (-96.0%) |
| Financial Guidance Group, Inc. | 155,113 | 151,743 | -3,370 (-2.2%) |
| INVENIO WEALTH PARTNERS LLC | 67,186 | 62,439 | -4,747 (-7.1%) |
| REAP Financial Group, LLC | 92,125 | 87,723 | -4,402 (-4.8%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 97,258 | 93,943 | -3,315 (-3.4%) |
| Triumph Capital Management | 6,000 | 3,000 | -3,000 (-50.0%) |
| CreativeOne Wealth, LLC | 48,583 | 37,001 | -11,582 (-23.8%) |
| QTR Family Wealth, LLC | 13,339 | 12,667 | -672 (-5.0%) |
| SILVER OAK SECURITIES, INCORPORATED | 18,891 | 14,435 | -4,456 (-23.6%) |
| UPTICK PARTNERS, LLC | 6,701 | 5,201 | -1,500 (-22.4%) |
| Kestra Advisory Services, LLC | 156,831 | 124,583 | -32,248 (-20.6%) |
| Cetera Investment Advisers | 420,131 | 351,402 | -68,729 (-16.4%) |
| INSIGNEO ADVISORY SERVICES, LLC | 42,155 | 39,585 | -2,570 (-6.1%) |
| Diversify Advisory Services, LLC | 33,627 | 28,379 | -5,248 (-15.6%) |
| Americana Partners, LLC | 214,181 | 211,509 | -2,672 (-1.2%) |
| Octavia Wealth Advisors, LLC | 24,822 | 23,422 | -1,400 (-5.6%) |
| Sequent Planning LLC | 10,312 | 9,729 | -583 (-5.7%) |
| OSAIC HOLDINGS, INC. | 262,158 | 237,896 | -24,262 (-9.3%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 66,916 | 61,274 | -5,642 (-8.4%) |
| Arkadios Wealth Advisors | 33,517 | 29,959 | -3,558 (-10.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Consolidated Portfolio Review Corp | 9,600 | $377 |
| Foguth Wealth Management, LLC. | 5,647 | $216 |
| PFG Advisors | 6,130 | $240 |
| TruNorth Capital Management, LLC | 800 | $31 |
| EVOLUTION WEALTH MANAGEMENT INC. | 120 | $5 |
| Advisory Services Network, LLC | 1,175 | $46 |
| PRINCIPAL SECURITIES, INC. | 232 | $9 |