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

Regal 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
2026
Q2 		$286K Sell
6,704
-230
-3% -$9.69K 0.01% 579
2026
Q1 		$281K Buy
6,934
+157
+2% +$6.31K 0.02% 543
2025
Q4 		$271K Buy
6,777
+158
+2% +$6.24K 0.02% 529
2025
Q3 		$260K Sell
6,619
-286
-4% -$11.1K 0.02% 489
2025
Q2 		$264K Buy
+6,905
New +$255K 0.02% 450
2024
Q3 		– Sell
-5,855
Closed -$202K – 588
2024
Q2 		$202K Buy
+5,855
New +$198K 0.01% 547

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Regal Investment Advisors's XMAR Position: Q2 2026 in Review

Regal Investment Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 3.3% in Q2 2026, selling an estimated $9.69K and leaving 6,704 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #579.

Regal Investment Advisors first reported a position in XMAR in Q2 2024 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Regal Investment Advisors held 6,704 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $286K as of Q2 2026.
  • Regal Investment Advisors sold 230 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $9.69K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #579 holding.
  • Regal Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2024 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.