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Benjamin F. Edwards & Company’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$2.01M Buy
58,070
+236
+0.4% +$7.99K 0.04% 376
2024
Q1 		$1.94M Sell
57,834
-8,380
-13% -$278K 0.04% 369
2023
Q4 		$2.18M Sell
66,214
-4,147
-6% -$133K 0.04% 332
2023
Q3 		$2.23M Buy
70,361
+3,713
+6% +$118K 0.09% 221
2023
Q2 		$2.1M Buy
66,648
+2,368
+4% +$72.8K 0.08% 233
2023
Q1 		$1.95M Buy
+64,280
New +$1.93M 0.08% 232

Other funds holding XMAR

RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Benjamin F. Edwards & Company's XMAR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.41% in Q2 2024, buying an estimated $7.99K and bringing the position to 58,070 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #376.

Benjamin F. Edwards & Company first reported a position in XMAR in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.23M in Q3 2023. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2024.

  • Benjamin F. Edwards & Company held 58,070 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $2.01M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 236 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2024, an estimated $7.99K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #376 holding.
  • Benjamin F. Edwards & Company first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 6 quarters since.
  • Benjamin F. Edwards & Company's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $2.23M in Q3 2023.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.