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Concourse Financial Group Securities’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Concourse Financial Group Securities’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
-3,702
Closed -$135K – 2138
2024
Q4 		$135K Buy
3,702
+10
+0.3% +$359 0.01% 854
2024
Q3 		$131K Hold
3,692
– – 0.01% 863
2024
Q2 		$128K Buy
3,692
+874
+31% +$29.6K 0.01% 852
2024
Q1 		$94.7K Hold
2,818
– – 0.01% 936
2023
Q4 		$92.7K Hold
2,818
– – 0.01% 915
2023
Q3 		$89.2K Sell
2,818
-3,481
-55% -$110K 0.01% 893
2023
Q2 		$198K Buy
+6,299
New +$194K 0.02% 647

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concourse Financial Group Securities's XMAR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2025, closing a stake of 3,702 shares — an estimated $135K sold.

Concourse Financial Group Securities first reported a position in XMAR in Q2 2023 and held it in 7 quarters. The position peaked at $198K in Q2 2023. 73 funds tracked by Wall St. Rank hold XMAR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,702 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2025, an estimated $135K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $198K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.