Latest Period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) Institutional Ownership
CUSIP: 33740F474
13F Institutional Holders and Ownership History from Q3 2022 to Q2 2026
Institutions Reporting
71
Shares (Excl. Options)
2,673,307
Price
$42.74
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- Security type / class
- Equity / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
- Symbol
- XMAR
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,673,307
- Total 13F value
- $114,250,419
- Portfolio coverage rank
- 0%
- Share change
- +161,472
- Value change
- +$7,121,157
- Number of holders
- 71
- Shares outstanding
- 3,625,592
- SEC-reported price per share
- $43.26
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XMAR - First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March is tracked under CUSIP 33740F474.
- 71 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 69 to 71 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $101,802,536 to $114,250,419.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 71 institutions filings for Q2 2026.
Security key
33740F474
Latest holder period
Q2 2026
13F holders
71
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740F474:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
XMAR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 15% | +5.5% | $22,313,634 | -$2,964,516 | 551,090 | -12% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 30 Jun 2026, 71 institutional investors reported holding 2,673,307 shares of First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR). This represents 74% of the company’s total 3,625,592 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 8.3% | 299,663 | +32% | 0.01% | $12,806,082 |
| PFS Partners, LLC | 7.9% | 285,666 | -2.6% | 4.9% | $12,207,923 |
| OSAIC HOLDINGS, INC. | 6.9% | 250,907 | -5.3% | 0.01% | $10,722,840 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.9% | 212,913 | -0.19% | 0.01% | $9,098,841 |
| ENVESTNET ASSET MANAGEMENT INC | 5.9% | 212,872 | +290% | 0% | $9,097,085 |
| Financial Guidance Group, Inc. | 4% | 145,685 | -2.5% | 2.3% | $6,225,848 |
| Aptus Capital Advisors, LLC | 4% | 145,685 | -2.5% | 0.05% | $6,225,848 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.9% | 104,976 | +0.18% | 0.56% | $4,486,151 |
| Kestra Advisory Services, LLC | 2.6% | 95,777 | -21% | 0.01% | $4,093,030 |
| Foundations Investment Advisors, LLC | 2% | 72,118 | -1.9% | 0.03% | $3,081,968 |
| REAP Financial Group, LLC | 1.5% | 56,181 | -4.7% | 0.41% | $2,400,895 |
| LPL Financial LLC | 1.4% | 52,066 | -7.6% | 0% | $2,225,040 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.3% | 47,915 | -8% | 0.02% | $2,047,648 |
| MML INVESTORS SERVICES, LLC | 1.2% | 43,368 | +54% | 0% | $1,853,331 |
| HARBOUR INVESTMENTS, INC. | 1.1% | 40,513 | -10% | 0.02% | $1,731,323 |
| INSIGNEO ADVISORY SERVICES, LLC | 1.1% | 38,505 | 0% | 0.06% | $1,645,511 |
| FIRST TRUST ADVISORS LP | 1% | 36,626 | +0.45% | 0% | $1,565,212 |
| HBK Sorce Advisory LLC | 0.89% | 32,422 | -3.4% | 0.03% | $1,400,630 |
| World Investment Advisors | 0.88% | 31,785 | -1.4% | 0.02% | $1,358,332 |
| CreativeOne Wealth, LLC | 0.83% | 30,189 | +54% | 0.03% | $1,290,127 |
| Arkadios Wealth Advisors | 0.81% | 29,459 | 0% | 0.02% | $1,258,930 |
| Brookstone Capital Management | 0.76% | 27,461 | -3% | 0.01% | $1,173,546 |
| Octavia Wealth Advisors, LLC | 0.65% | 23,422 | 0% | 0.09% | $1,000,939 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.64% | 23,275 | -2.9% | 0.02% | $996,082 |
| Diversify Advisory Services, LLC | 0.64% | 23,275 | 0.02% | $996,082 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q2 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,673,307 | $114,250,419 | +$7,121,157 | $42.74 | 71 |
| 2026 Q1 | 2,511,835 | $101,802,536 | -$22,861,140 | $40.49 | 69 |
| 2025 Q4 | 3,083,371 | $123,126,038 | -$7,540,075 | $39.93 | 70 |
| 2025 Q3 | 3,270,927 | $128,257,342 | -$740,218 | $39.22 | 70 |
| 2025 Q2 | 3,303,524 | $126,516,104 | +$7,614,604 | $38.29 | 75 |
| 2025 Q1 | 3,105,183 | $114,080,977 | -$5,824,573 | $36.75 | 72 |
| 2024 Q4 | 3,267,617 | $118,296,377 | -$23,506,352 | $36.20 | 73 |
| 2024 Q3 | 3,732,615 | $132,485,332 | -$10,495,517 | $35.49 | 72 |
| 2024 Q2 | 4,087,329 | $141,288,202 | +$10,467,449 | $34.57 | 70 |
| 2024 Q1 | 3,787,437 | $127,321,573 | -$30,266,749 | $33.62 | 63 |
| 2023 Q4 | 4,766,579 | $156,738,335 | -$25,462,080 | $32.88 | 60 |
| 2023 Q3 | 4,886,722 | $154,604,411 | -$8,592,942 | $31.64 | 61 |
| 2023 Q2 | 5,157,983 | $162,258,861 | +$103,788,797 | $31.46 | 58 |
| 2023 Q1 | 1,858,089 | $56,377,114 | +$56,347,304 | $30.33 | 38 |
| 2022 Q4 | 0 | $0 | -$387,337 | $43.26 | 0 |
| 2022 Q3 | 12,242 | $387,337 | +$387,337 | $31.64 | 1 |