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

Wealthcare Advisory Partners’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
-12,512
Closed -$396K – 770
2023
Q3 		$396K Buy
+12,512
New +$396K 0.02% 489

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PP
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HI
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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

Wealthcare Advisory Partners's XMAR Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2023, closing a stake of 12,512 shares — an estimated $396K sold.

Wealthcare Advisory Partners first reported a position in XMAR in Q3 2023 and held it in 1 quarter. The position peaked at $396K in Q3 2023. 60 funds tracked by Wall St. Rank hold XMAR as of Q4 2023.

  • Wealthcare Advisory Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 12,512 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2023, an estimated $396K.
  • Wealthcare Advisory Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q3 2023 and held it in 1 quarter.
  • Wealthcare Advisory Partners's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $396K 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 Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.