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FWG Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

FWG Investments’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
Q1 		– Sell
-5,536
Closed -$200K – 127
2024
Q4 		$200K Buy
+5,536
New +$199K 0.16% 123
2024
Q2 		– Sell
-6,304
Closed -$212K – 120
2024
Q1 		$212K Buy
6,304
+190
+3% +$6.3K 0.23% 101
2023
Q4 		$201K Buy
+6,114
New +$197K 0.25% 98

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWG Investments's XMAR Position: Q1 2025 in Review

FWG Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2025, closing a stake of 5,536 shares — an estimated $200K sold.

FWG Investments first reported a position in XMAR in Q4 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2024. 73 funds tracked by Wall St. Rank hold XMAR as of Q1 2025.

  • FWG Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • FWG Investments sold 5,536 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2025, an estimated $200K.
  • FWG Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2023 and held it in 3 quarters.
  • FWG Investments's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $212K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.