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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
Q2 		$158K Hold
3,688
– – 0.05% 250
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

DHJJ Financial Advisors's XMAR Position: Q2 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 3,688 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #250.

DHJJ Financial Advisors first reported a position in XMAR in Q3 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • DHJJ Financial Advisors held 3,688 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $158K as of Q2 2026.
  • DHJJ Financial Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #250 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 12 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.