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Cary Street Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-16,367
Closed -$581K – 792
2024
Q3 		$581K Sell
16,367
-118
-0.7% -$4.12K 0.02% 465
2024
Q2 		$570K Sell
16,485
-210
-1% -$7.11K 0.02% 444
2024
Q1 		$561K Sell
16,695
-40
-0.2% -$1.32K 0.02% 437
2023
Q4 		$550K Sell
16,735
-136,488
-89% -$4.39M 0.03% 405
2023
Q3 		$4.85M Sell
153,223
-8,536
-5% -$270K 0.26% 101
2023
Q2 		$5.09M Buy
+161,759
New +$4.97M 0.33% 80

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $267M AUM 19.62% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's XMAR Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2024, closing a stake of 16,367 shares — an estimated $581K sold.

Cary Street Partners Investment Advisory first reported a position in XMAR in Q2 2023 and held it in 6 quarters. The position peaked at $5.09M in Q2 2023. 74 funds tracked by Wall St. Rank hold XMAR as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 16,367 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2024, an estimated $581K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and held it in 6 quarters.
  • Cary Street Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $5.09M in Q2 2023.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.