Diversify Wealth Management LLC Makes New Investment in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March $XMAR

Diversify Wealth Management LLC acquired a new stake in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March (BATS:XMAR) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 23,980 shares of the company’s stock, valued at approximately $1,006,000. Diversify Wealth Management LLC owned about 0.51% of FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of XMAR. Sound Income Strategies LLC acquired a new stake in shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March during the 4th quarter worth about $53,000. Fifth Third Bancorp acquired a new position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March in the 1st quarter valued at about $148,000. FSB Premier Wealth Management Inc. bought a new position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March in the 2nd quarter valued at about $204,000. Janney Montgomery Scott LLC raised its holdings in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March by 10.4% in the 4th quarter. Janney Montgomery Scott LLC now owns 10,600 shares of the company’s stock valued at $423,000 after acquiring an additional 1,000 shares during the period. Finally, World Investment Advisors bought a new position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March in the 4th quarter valued at about $1,277,000.

FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March Stock Up 0.1%

Shares of XMAR stock opened at $42.90 on Thursday. FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March has a 12-month low of $38.35 and a 12-month high of $42.91. The company has a market capitalization of $201.63 million, a PE ratio of 24.93 and a beta of 0.23. The firm has a 50 day moving average price of $42.55 and a two-hundred day moving average price of $41.25.

FT Vest U.S. Equity Enhance & Moderate Buffer ETF – March Profile

The FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – March (XMAR) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to outperform the SPY ETF at about 2x positive price returns while aiming for specific buffered losses and capped gains over a specific holdings period. The actively managed fund holds options and collateral. XMAR was launched on Mar 17, 2023 and is managed by First Trust.