Truist Financial
XMAR icon

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

Truist Financial’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
Q3 		– Sell
-32,702
Closed -$1.03M – 2688
2023
Q2 		$1.03M Buy
32,702
+19,510
+148% +$600K ﹤0.01% 1570
2023
Q1 		$400K Buy
+13,192
New +$395K ﹤0.01% 2109

Other funds holding XMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Truist Financial's XMAR Position: Q3 2023 in Review

Truist Financial sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2023, closing a stake of 32,702 shares — an estimated $1.03M sold.

Truist Financial first reported a position in XMAR in Q1 2023 and held it in 2 quarters. The position peaked at $1.03M in Q2 2023. 61 funds tracked by Wall St. Rank hold XMAR as of Q3 2023.

  • Truist Financial reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • Truist Financial sold 32,702 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q3 2023, an estimated $1.03M.
  • Truist Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 2 quarters.
  • Truist Financial's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.03M in Q2 2023.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2023.

Based on Truist Financial's 13F filing for Q3 2023, filed 14 Nov 2023.