WP
XMAR icon

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

WealthSource 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 		$2.8M Sell
85,199
-664
-0.8% -$21.4K 0.18% 90
2023
Q3 		$2.72M Sell
85,863
-475
-0.6% -$15K 0.19% 87
2023
Q2 		$2.72M Sell
86,338
-4,283
-5% -$132K 0.18% 84
2023
Q1 		$2.75M Buy
+90,621
New +$2.72M 0.19% 83

Other funds holding XMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 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 $247M AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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 $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthSource Partners's XMAR Position: Q4 2023 in Review

WealthSource Partners reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.77% in Q4 2023, selling an estimated $21.4K and leaving 85,199 shares worth $2.8M. The position accounts for 0.18% of the portfolio, ranked #90.

WealthSource Partners first reported a position in XMAR in Q1 2023 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold XMAR as of Q4 2023.

  • WealthSource Partners held 85,199 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $2.8M as of Q4 2023.
  • WealthSource Partners sold 664 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2023, an estimated $21.4K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.18% of WealthSource Partners's portfolio in Q4 2023, its #90 holding.
  • WealthSource Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.