Separate the three disclosure sources
Recent institutional filing receipts
FT Vest U.S. Equity Deep Buffer ETF - March: source evidence dated 2026-10-10T12:08:28.848Z.
- Manager
- Schulz Wealth, LTD.
- Report period
- 2026-06-30
- Available
- 2026-08-27
- Reported shares
- 13,413
- Value (USD)
- $599,997
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
13F 0002011780-26-000002Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read DMAR fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read DMAR fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
See the complete recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Schulz Wealth, LTD. | 2026-06-30 | 2026-08-27 | 13,413 | $599,997 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 5,300 | $237,082 | None |
| Capasso Planning Partners LLC | 2026-06-30 | 2026-08-19 | 5,616 | $251,218 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 7,652 | $342,000 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 25,660 | $1,147,836 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 33,041 | $1,478,007 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 20,780 | $929,541 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 7,039 | $314,862 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 6,311 | $282,307 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 99,787 | $4,463,437 | None |
| Gallagher Fiduciary Advisors, LLC | 2026-06-30 | 2026-08-15 | 4,512 | $201,833 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 23,933 | $1,070,583 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 12,105 | $541,487 | None |
| Cresset Asset Management, LLC | 2026-06-30 | 2026-08-15 | 7,851 | $351,195 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 9,620 | $430,000 | None |
| DWM Financial Group, Inc. | 2026-06-30 | 2026-08-15 | 702,329 | $29,255,304 | None |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 70 | $3,131 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 43,590 | $1,949,890 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 26,134 | $1,169,039 | None |
| BARCLAYS PLC | 2026-06-30 | 2026-08-15 | 1,544 | $69,067 | None |
| Mission Financial Group, LLC | 2026-06-30 | 2026-08-14 | 13,844 | $619,271 | None |
| Wood Tarver Financial Group, LLC | 2026-06-30 | 2026-08-14 | 151,814 | $6,791,000 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 4,674 | $209,080 | None |
| Quantinno Capital Management LP | 2026-06-30 | 2026-08-14 | 32,873 | $1,470,491 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 10,698 | $478,548 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 1,168 | $52,248 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 330 | $14,762 | None |
| Prosperity Consulting Group, LLC | 2026-06-30 | 2026-08-14 | 5,290 | $236,635 | None |
| COMPASS FINANCIAL MANAGEMENT LLC | 2026-06-30 | 2026-08-13 | 63 | $2,853 | None |
| Smartleaf Asset Management LLC | 2026-06-30 | 2026-08-13 | 566 | $25,270 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 166,564 | $7,450,824 | None |
| EP Wealth Advisors, LLC | 2026-06-30 | 2026-08-13 | 2,797 | $125,117 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 10,217 | $457,032 | None |
| First International Bank of Israel Ltd. | 2026-06-30 | 2026-08-13 | 236,000 | $10,556,870 | None |
| StoneX Group Inc. | 2026-06-30 | 2026-08-13 | 10,740 | $480,266 | None |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 2026-06-30 | 2026-08-13 | 17,299 | $773,828 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 84,201 | $3,766,521 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 19,320 | $862,559 | None |
| VestGen Advisors, LLC | 2026-06-30 | 2026-08-12 | 5,709 | $255,378 | None |
| Tradition Wealth Management, LLC | 2026-06-30 | 2026-08-12 | 12,184 | $545,021 | None |
| Stratos Wealth Partners, LTD. | 2026-06-30 | 2026-08-12 | 7,657 | $342,517 | None |
| Bluespring Wealth Management, LLC | 2026-06-30 | 2026-08-12 | 9,450 | $422,722 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 5,300 | $237,082 | None |
| UPTICK PARTNERS, LLC | 2026-06-30 | 2026-08-11 | 1,960 | $87,676 | None |
| UPTICK PARTNERS, LLC | 2026-06-30 | 2026-08-11 | 31,917 | $1,427,727 | None |
| Tanglewood Legacy Advisors, LLC | 2026-06-30 | 2026-08-11 | 1,010 | $45,180 | None |
| 1776 Wealth LLC | 2026-06-30 | 2026-08-11 | 5,219 | $233,459 | None |
| Grantvest Financial Group LLC | 2026-06-30 | 2026-08-08 | 9,992 | $446,967 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 92,420 | $4,134,155 | None |
| MML INVESTORS SERVICES, LLC | 2026-06-30 | 2026-08-08 | 53,068 | $2,373,864 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.