KCFA
XMAR icon

Key Client Fiduciary Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Key Client Fiduciary 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
2025
Q3 		– Sell
-5,253
Closed -$201K – 230
2025
Q2 		$201K Buy
+5,253
New +$194K 0.08% 195
2024
Q2 		– Sell
-6,153
Closed -$207K – 203
2024
Q1 		$207K Buy
+6,153
New +$204K 0.11% 171

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Key Client Fiduciary Advisors's XMAR Position: Q3 2025 in Review

Key Client Fiduciary Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2025, closing a stake of 5,253 shares — an estimated $201K sold.

Key Client Fiduciary Advisors first reported a position in XMAR in Q1 2024 and held it in 2 quarters. The position peaked at $207K in Q1 2024. 71 funds tracked by Wall St. Rank hold XMAR as of Q3 2025.

  • Key Client Fiduciary Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 5,253 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q3 2025, an estimated $201K.
  • Key Client Fiduciary Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • Key Client Fiduciary Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $207K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.