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

OneDigital 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
2024
Q4 		– Sell
-79,752
Closed -$2.83M – 1532
2024
Q3 		$2.83M Sell
79,752
-933
-1% -$32.6K 0.03% 352
2024
Q2 		$2.79M Buy
+80,685
New +$2.73M 0.03% 344
2024
Q1 		– Sell
-17,330
Closed -$570K – 1169
2023
Q4 		$570K Sell
17,330
-13,218
-43% -$425K 0.01% 669
2023
Q3 		$967K Buy
30,548
+15,188
+99% +$481K 0.02% 434
2023
Q2 		$483K Buy
+15,360
New +$472K 0.01% 655

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 $247M AUM 29.02% 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 $267M AUM 19.62% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneDigital Investment Advisors's XMAR Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2024, closing a stake of 79,752 shares — an estimated $2.83M sold.

OneDigital Investment Advisors first reported a position in XMAR in Q2 2023 and held it in 5 quarters. The position peaked at $2.83M in Q3 2024. 74 funds tracked by Wall St. Rank hold XMAR as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 79,752 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2024, an estimated $2.83M.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and held it in 5 quarters.
  • OneDigital Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $2.83M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.