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XMAR icon

StoneX Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

StoneX Group’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
-8,447
Closed -$267K – 466
2023
Q3 		$267K Hold
8,447
– – 0.15% 214
2023
Q2 		$266K Buy
8,447
+475
+6% +$14.6K 0.15% 214
2023
Q1 		$242K Buy
+7,972
New +$239K 0.14% 232

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

StoneX Group's XMAR Position: Q4 2023 in Review

StoneX Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2023, closing a stake of 8,447 shares — an estimated $267K sold.

StoneX Group first reported a position in XMAR in Q1 2023 and held it in 3 quarters. The position peaked at $267K in Q3 2023. 60 funds tracked by Wall St. Rank hold XMAR as of Q4 2023.

  • StoneX Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • StoneX Group sold 8,447 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2023, an estimated $267K.
  • StoneX Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 3 quarters.
  • StoneX Group'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 StoneX Group's 13F filing for Q4 2023, filed 12 Feb 2024.