MFG
XMAR icon

Merit Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Merit Financial Group’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 		$237K Hold
5,541
– – ﹤0.01% 1986
2026
Q1 		$224K Buy
+5,541
New +$223K ﹤0.01% 1854

Other funds holding XMAR

PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's XMAR Position: Q2 2026 in Review

Merit Financial Group held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 5,541 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Merit Financial Group first reported a position in XMAR in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Merit Financial Group held 5,541 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $237K as of Q2 2026.
  • Merit Financial Group left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1986 holding.
  • Merit Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.