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

Crown Wealth Group’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 		– Sell
-8,516
Closed -$280K – 120
2023
Q4 		$280K Sell
8,516
-1,691
-17% -$54.4K 0.17% 65
2023
Q3 		$323K Sell
10,207
-2,112
-17% -$66.8K 0.24% 47
2023
Q2 		$388K Buy
12,319
+2,540
+26% +$78.1K 0.31% 39
2023
Q1 		$297K Buy
+9,779
New +$293K 0.25% 48

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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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

Crown Wealth Group's XMAR Position: Q1 2024 in Review

Crown Wealth Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2024, closing a stake of 8,516 shares — an estimated $280K sold.

Crown Wealth Group first reported a position in XMAR in Q1 2023 and held it in 4 quarters. The position peaked at $388K in Q2 2023. 65 funds tracked by Wall St. Rank hold XMAR as of Q1 2024.

  • Crown Wealth Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Crown Wealth Group sold 8,516 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2024, an estimated $280K.
  • Crown Wealth Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 4 quarters.
  • Crown Wealth Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $388K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2024.

Based on Crown Wealth Group's 13F filing for Q1 2024, filed 1 May 2024.