AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

AE Wealth Management’s Portfolio XMAR Stock Details XMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.7K	Sell	288 -4	-1%	-$161	﹤0.01%	2247
2025 Q4	$11.7K	Hold	292	–	–	﹤0.01%	2118
2025 Q3	$11.5K	Hold	292	–	–	﹤0.01%	1984
2025 Q2	$11.2K	Sell	292 -3	-1%	-$111	﹤0.01%	1857
2025 Q1	$10.8K	Hold	295	–	–	﹤0.01%	1846
2024 Q4	$10.7K	Buy	+295	New	+$10.6K	﹤0.01%	1832
2024 Q1	–	Sell	-16,060	Closed	-$530K	–	2025
2023 Q4	$530K	Sell	16,060 -19,933	-55%	-$642K	﹤0.01%	1402
2023 Q3	$1.14M	Buy	35,993 +1,544	+4%	+$48.9K	0.01%	1048
2023 Q2	$1.08M	Buy	34,449 +4,301	+14%	+$132K	0.01%	1059
2023 Q1	$914K	Buy	+30,148	New	+$903K	0.01%	1084

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

AE Wealth Management's XMAR Position: Q1 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 1.4% in Q1 2026, selling an estimated $161 and leaving 288 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

AE Wealth Management first reported a position in XMAR in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2023. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

AE Wealth Management held 288 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $11.7K as of Q1 2026.
AE Wealth Management sold 4 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $161.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2247 holding.
AE Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 10 quarters since.
AE Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.14M in Q3 2023.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.