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

DHJJ Financial 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
2026 Q1	$149K	Hold	3,688	–	–	0.05%	238
2025 Q4	$147K	Sell	3,688 -271	-7%	-$10.7K	0.05%	227
2025 Q3	$155K	Hold	3,959	–	–	0.05%	208
2025 Q2	$152K	Buy	3,959 +271	+7%	+$10K	0.05%	201
2025 Q1	$136K	Buy	3,688 +55	+2%	+$2.01K	0.05%	187
2024 Q4	$132K	Hold	3,633	–	–	0.05%	189
2024 Q3	$129K	Hold	3,633	–	–	0.05%	189
2024 Q2	$126K	Buy	3,633 +1,828	+101%	+$61.9K	0.05%	183
2024 Q1	$60.7K	Buy	1,805 +1,800	+36,000%	+$59.6K	0.03%	242
2023 Q4	$165	Hold	5	–	–	﹤0.01%	738
2023 Q3	$159	Buy	+5	New	+$158	﹤0.01%	734

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

DHJJ Financial Advisors's XMAR Position: Q1 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q1 2026 at 3,688 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #238.

DHJJ Financial Advisors first reported a position in XMAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $155K in Q3 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

DHJJ Financial Advisors held 3,688 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $149K as of Q1 2026.
DHJJ Financial Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #238 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $155K in Q3 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.