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Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Steward Partners Investment Advisory’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 		$361K Buy
8,925
+6,288
+238% +$253K ﹤0.01% 1695
2025
Q4 		$105K Sell
2,637
-336
-11% -$13.3K ﹤0.01% 2261
2025
Q3 		$117K Sell
2,973
-48
-2% -$1.86K ﹤0.01% 2136
2025
Q2 		$116K Sell
3,021
-328
-10% -$12.1K ﹤0.01% 2028
2025
Q1 		$123K Sell
3,349
-102
-3% -$3.73K ﹤0.01% 1901
2024
Q4 		$125K Sell
3,451
-183
-5% -$6.57K ﹤0.01% 1867
2024
Q3 		$129K Buy
3,634
+102
+3% +$3.56K ﹤0.01% 1753
2024
Q2 		$122K Hold
3,532
– – ﹤0.01% 1684
2024
Q1 		$119K Sell
3,532
-65,886
-95% -$2.18M ﹤0.01% 1677
2023
Q4 		$2.28M Sell
69,418
-300
-0.4% -$9.66K 0.03% 469
2023
Q3 		$2.21M Sell
69,718
-100
-0.1% -$3.17K 0.03% 448
2023
Q2 		$2.2M Buy
69,818
+4,218
+6% +$130K 0.03% 454
2023
Q1 		$1.99M Buy
+65,600
New +$1.97M 0.03% 464

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 $11.9B 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 $8.06B AUM 24.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return