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XMAR icon

QTR Family Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

QTR Family Wealth’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 		$481K Sell
11,539
-1,128
-9% -$45.3K 0.2% 121
2025
Q4 		$509K Sell
12,667
-672
-5% -$26.5K 0.22% 102
2025
Q3 		$523K Sell
13,339
-178
-1% -$6.9K 0.25% 87
2025
Q2 		$518K Sell
13,517
-391
-3% -$14.5K 0.32% 73
2025
Q1 		$511K Buy
+13,908
New +$509K 0.39% 67

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 $12.7B 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

QTR Family Wealth's XMAR Position: Q1 2026 in Review

QTR Family Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 8.9% in Q1 2026, selling an estimated $45.3K and leaving 11,539 shares worth $481K. The position accounts for 0.2% of the portfolio, ranked #121.

QTR Family Wealth first reported a position in XMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $523K in Q3 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

  • QTR Family Wealth held 11,539 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $481K as of Q1 2026.
  • QTR Family Wealth sold 1,128 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $45.3K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.2% of QTR Family Wealth's portfolio in Q1 2026, its #121 holding.
  • QTR Family Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $523K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.