First Heartland Consultants’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

First Heartland Consultants’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	$315K	Sell	7,377 -9,281	-56%	-$391K	0.02%	451
2026 Q1	$674K	Sell	16,658 -5,453	-25%	-$219K	0.05%	246
2025 Q4	$883K	Buy	22,111 +1,481	+7%	+$58.5K	0.07%	201
2025 Q3	$809K	Sell	20,630 -1,786	-8%	-$69.2K	0.07%	201
2025 Q2	$858K	Buy	22,416 +6,718	+43%	+$249K	0.08%	183
2025 Q1	$577K	Sell	15,698 -203	-1%	-$7.43K	0.06%	213
2024 Q4	$576K	Sell	15,901 -7,755	-33%	-$278K	0.06%	214
2024 Q3	$840K	Buy	23,656 +4,117	+21%	+$144K	0.09%	160
2024 Q2	$675	Buy	19,539 +6,712	+52%	+$227K	0.05%	216
2024 Q1	$431K	Buy	+12,827	New	+$425K	0.04%	276
2023 Q4	–	Sell	-6,692	Closed	-$212K	–	389
2023 Q3	$212K	Sell	6,692 -2,342	-26%	-$74.1K	0.03%	356
2023 Q2	$284K	Buy	9,034 +2,361	+35%	+$72.6K	0.04%	301
2023 Q1	$202K	Buy	+6,673	New	+$200K	0.03%	345

Other funds holding XMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

First Heartland Consultants's XMAR Position: Q2 2026 in Review

First Heartland Consultants reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 56% in Q2 2026, selling an estimated $391K and leaving 7,377 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #451.

First Heartland Consultants first reported a position in XMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $883K in Q4 2025. 7 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

First Heartland Consultants held 7,377 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $315K as of Q2 2026.
First Heartland Consultants sold 9,281 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $391K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #451 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
First Heartland Consultants's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $883K in Q4 2025.
7 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.