FIA
XMAR icon

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

Foundations Investment 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 		$2.98M Sell
73,498
-2,707
-4% -$109K 0.04% 300
2025
Q4 		$3.04M Sell
76,205
-361
-0.5% -$14.3K 0.04% 282
2025
Q3 		$3M Sell
76,566
-2,793
-4% -$108K 0.04% 271
2025
Q2 		$3.04M Sell
79,359
-1,886
-2% -$69.8K 0.05% 258
2025
Q1 		$2.99M Sell
81,245
-1,551
-2% -$56.7K 0.06% 249
2024
Q4 		$3M Sell
82,796
-662
-0.8% -$23.7K 0.06% 234
2024
Q3 		$2.96M Sell
83,458
-3,062
-4% -$107K 0.06% 227
2024
Q2 		$2.99M Sell
86,520
-755
-0.9% -$25.5K 0.07% 199
2024
Q1 		$2.93M Buy
87,275
+6,301
+8% +$209K 0.08% 197
2023
Q4 		$2.67M Sell
80,974
-11,302
-12% -$364K 0.07% 199
2023
Q3 		$2.92M Buy
92,276
+81,255
+737% +$2.57M 0.09% 174
2023
Q2 		$347K Buy
+11,021
New +$339K 0.01% 440

Other funds holding XMAR

PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $11.9B 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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return