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

Cetera 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
2024
Q1 		$8.67M Sell
257,882
-220,971
-46% -$7.32M 0.07% 293
2023
Q4 		$15.7M Sell
478,853
-130,506
-21% -$4.2M 0.22% 98
2023
Q3 		$19.3M Buy
609,359
+15,407
+3% +$488K 0.3% 79
2023
Q2 		$18.7M Buy
+593,952
New +$18.3M 0.29% 79

Other funds holding XMAR

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cetera Advisors's XMAR Position: Q1 2024 in Review

Cetera Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 46% in Q1 2024, selling an estimated $7.32M and leaving 257,882 shares worth $8.67M. The position accounts for 0.07% of the portfolio, ranked #293.

Cetera Advisors first reported a position in XMAR in Q2 2023 and has held it in 4 quarters since. The position peaked at $19.3M in Q3 2023. 65 funds tracked by Wall St. Rank hold XMAR as of Q1 2024.

  • Cetera Advisors held 257,882 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $8.67M as of Q1 2024.
  • Cetera Advisors sold 220,971 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2024, an estimated $7.32M.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.07% of Cetera Advisors's portfolio in Q1 2024, its #293 holding.
  • Cetera Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $19.3M in Q3 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.