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Sigma Planning Corp’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Sigma Planning Corp’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
2023
Q4 		– Sell
-8,431
Closed -$267K – 1189
2023
Q3 		$267K Hold
8,431
– – 0.01% 970
2023
Q2 		$265K Buy
+8,431
New +$259K 0.01% 988

Other funds holding XMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's XMAR Position: Q4 2023 in Review

Sigma Planning Corp sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2023, closing a stake of 8,431 shares — an estimated $267K sold.

Sigma Planning Corp first reported a position in XMAR in Q2 2023 and held it in 2 quarters. The position peaked at $267K in Q3 2023. 60 funds tracked by Wall St. Rank hold XMAR as of Q4 2023.

  • Sigma Planning Corp reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 8,431 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2023, an estimated $267K.
  • Sigma Planning Corp first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and held it in 2 quarters.
  • Sigma Planning Corp's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $267K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.