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

Foguth Wealth Management’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
Q2 		$216K Sell
5,647
-6,436
-53% -$238K 0.05% 129
2025
Q1 		$444K Sell
12,083
-383
-3% -$14K 0.11% 93
2024
Q4 		$455K Sell
12,466
-938
-7% -$33.6K 0.12% 88
2024
Q3 		$475K Sell
13,404
-4,161
-24% -$145K 0.17% 75
2024
Q2 		$607K Buy
17,565
+5,393
+44% +$182K 0.27% 59
2024
Q1 		$409K Buy
+12,172
New +$403K 0.22% 81

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 $218M AUM 13.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Foguth Wealth Management's XMAR Position: Q2 2025 in Review

Foguth Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 53% in Q2 2025, selling an estimated $238K and leaving 5,647 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #129.

Foguth Wealth Management first reported a position in XMAR in Q1 2024 and has held it in 6 quarters since. The position peaked at $607K in Q2 2024. 76 funds tracked by Wall St. Rank hold XMAR as of Q2 2025.

  • Foguth Wealth Management held 5,647 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $216K as of Q2 2025.
  • Foguth Wealth Management sold 6,436 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2025, an estimated $238K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.05% of Foguth Wealth Management's portfolio in Q2 2025, its #129 holding.
  • Foguth Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2024 and has held it in 6 quarters since.
  • Foguth Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $607K in Q2 2024.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2025.

Based on Foguth Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.