Public ownership evidence

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) Ownership Disclosures

Read XMAR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
10,000
Value (USD)
$367,451
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

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 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XMAR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XMAR fundamentals
What you should see

Keep 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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No records are available for this view.

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.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,000$367,451None
Sequent Planning LLC2026-06-302026-08-1510,976$469,059None
Mutual Advisors, LLC2026-06-302026-08-1521,002$897,520None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1538,505$1,645,511None
Foundations Investment Advisors, LLC2026-06-302026-08-1572,118$3,081,968None
IFG Advisory, LLC2026-06-302026-08-15492$21,026None
OSAIC HOLDINGS, INC.2026-06-302026-08-1529,031$1,240,640None
OSAIC HOLDINGS, INC.2026-06-302026-08-15148,666$6,353,242None
OSAIC HOLDINGS, INC.2026-06-302026-08-1573,210$3,128,958None
Regal Investment Advisors LLC2026-06-302026-08-156,704$286,496None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-155,416$231,453None
HRT FINANCIAL LP2026-06-302026-08-156,413$274,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1517,497$747,734None
Cresset Asset Management, LLC2026-06-302026-08-156,744$288,205None
World Investment Advisors2026-06-302026-08-1531,785$1,358,332None
BARCLAYS PLC2026-06-302026-08-154,589$196,111None
CreativeOne Wealth, LLC2026-06-302026-08-1429,246$1,249,828None
CreativeOne Wealth, LLC2026-06-302026-08-14943$40,299None
Steward Partners Investment Advisory, LLC2026-06-302026-08-148,925$381,410None
UBS Group AG2026-06-302026-08-1493$3,974None
Mariner, LLC2026-06-302026-08-1415,002$641,111None
MORGAN STANLEY2026-06-302026-08-14511$21,838None
LM Advisors LLC2026-06-302026-08-1315,380$656,000None
Smartleaf Asset Management LLC2026-06-302026-08-13925$39,442None
Cetera Investment Advisers2026-06-302026-08-13299,663$12,806,082None
Aptus Capital Advisors, LLC2026-06-302026-08-13145,685$6,225,848None
Summit Financial, LLC2026-06-302026-08-1311,128$475,555None
BANK OF MONTREAL /CAN/2026-06-302026-08-131,381$48,459None
FSB PREMIER WEALTH MANAGEMENT, INC.2026-06-302026-08-135,366$229,316None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1340,513$1,731,323None
FIRST TRUST ADVISORS LP2026-06-302026-08-1236,626$1,565,212None
Benson Wealth Management INC2026-06-302026-08-112,500$106,838None
Diversify Advisory Services, LLC2026-06-302026-08-1123,275$996,082None
Tanglewood Legacy Advisors, LLC2026-06-302026-08-113,300$141,026None
Arkadios Wealth Advisors2026-06-302026-08-1126,698$1,140,939None
Arkadios Wealth Advisors2026-06-302026-08-112,761$117,991None
LPL Financial LLC2026-06-302026-08-0852,066$2,225,040None
IMG Wealth Management, Inc.2026-06-302026-08-085,300$226,496None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-0812,675$541,666None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0843,368$1,853,331None
HBK Sorce Advisory LLC2026-06-302026-08-0732,422$1,400,630None
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-06-302026-08-07104,976$4,486,151None
Janney Montgomery Scott LLC2026-06-302026-08-0610,600$453,000None
FIFTH THIRD BANCORP2026-06-302026-08-063,643$155,684None
REAP Financial Group, LLC2026-06-302026-08-0556,181$2,400,895None
Signal Advisors Wealth, LLC2026-06-302026-08-0521,414$915,127None
AE Wealth Management LLC2026-06-302026-08-04288$12,308None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04212,872$9,097,085None
Stonebridge Financial Planning Group, LLC2026-06-302026-08-015,400$230,769None
Integrity Financial Corp /WA2026-06-302026-08-01712$30,427None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Sequent Planning LLC ↗Mutual Advisors, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗Foundations Investment Advisors, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Regal Investment Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

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.

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