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

Atria Wealth Solutions’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
2025 Q1	–	Sell	-8,943	Closed	-$324K	–	2101
2024 Q4	$324K	Buy	+8,943	New	+$321K	﹤0.01%	1503
2024 Q1	–	Sell	-7,277	Closed	-$239K	–	2073
2023 Q4	$239K	Sell	7,277 -3,407	-32%	-$110K	﹤0.01%	1662
2023 Q3	$338K	Sell	10,684 -29	-0.3%	-$918	﹤0.01%	1342
2023 Q2	$337K	Buy	10,713 +381	+4%	+$11.7K	﹤0.01%	1366
2023 Q1	$313K	Buy	+10,332	New	+$310K	﹤0.01%	1387

Other funds holding XMAR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's XMAR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2025, closing a stake of 8,943 shares — an estimated $324K sold.

Atria Wealth Solutions first reported a position in XMAR in Q1 2023 and held it in 5 quarters. The position peaked at $338K in Q3 2023. 74 funds tracked by Wall St. Rank hold XMAR as of Q1 2025.

Atria Wealth Solutions reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,943 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2025, an estimated $324K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 5 quarters.
Atria Wealth Solutions's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $338K in Q3 2023.
74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.