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Aptus Capital Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Aptus Capital Advisors’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 		$6.05M Sell
149,482
-2,261
-1% -$90.9K 0.05% 307
2025
Q4 		$6.06M Sell
151,743
-3,370
-2% -$133K 0.05% 302
2025
Q3 		$6.08M Sell
155,113
-3,134
-2% -$121K 0.06% 292
2025
Q2 		$6.06M Sell
158,247
-2,303
-1% -$85.2K 0.06% 272
2025
Q1 		$5.9M Sell
160,550
-1,750
-1% -$64K 0.07% 255
2024
Q4 		$5.88M Sell
162,300
-98,709
-38% -$3.54M 0.07% 240
2024
Q3 		$9.26M Sell
261,009
-3,962
-1% -$138K 0.14% 146
2024
Q2 		$9.16M Sell
264,971
-7,257
-3% -$246K 0.17% 124
2024
Q1 		$9.15M Buy
272,228
+272,133
+286,456% +$9.02M 0.2% 113
2023
Q4 		$3.12K Sell
95
-180
-65% -$5.79K ﹤0.01% 852
2023
Q3 		$8.7K Hold
275
– – ﹤0.01% 809
2023
Q2 		$8.65K Buy
+275
New +$8.46K ﹤0.01% 705

Other funds holding XMAR

PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $8.06B AUM 24.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return