Advisory Resource Group’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Advisory Resource Group’s Portfolio YMAR Stock Details YMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,064	Closed	-$327K	–	161
2023 Q3	$327K	Hold	16,064	–	–	0.09%	124
2023 Q2	$341K	Hold	16,064	–	–	0.09%	121
2023 Q1	$332K	Hold	16,064	–	–	0.09%	126
2022 Q4	$305K	Hold	16,064	–	–	0.09%	125
2022 Q3	$268K	Hold	16,064	–	–	0.09%	110
2022 Q2	$289K	Buy	16,064 +4,087	+34%	+$77K	0.09%	103
2022 Q1	$239K	Hold	11,977	–	–	0.07%	133
2021 Q4	$241K	Hold	11,977	–	–	0.08%	126
2021 Q3	$246K	Hold	11,977	–	–	0.09%	117
2021 Q2	$249K	Buy	+11,977	New	+$248K	0.1%	116

Other funds holding YMAR

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Advisory Resource Group's YMAR Position: Q4 2023 in Review

Advisory Resource Group sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q4 2023, closing a stake of 16,064 shares — an estimated $327K sold.

Advisory Resource Group first reported a position in YMAR in Q2 2021 and held it in 10 quarters. The position peaked at $341K in Q2 2023. 42 funds tracked by Wall St. Rank hold YMAR as of Q4 2023.

Advisory Resource Group reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q4 2023 after selling out during the quarter.
Advisory Resource Group sold 16,064 FT Vest International Equity Moderate Buffer ETF March shares in Q4 2023, an estimated $327K.
Advisory Resource Group first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2021 and held it in 10 quarters.
Advisory Resource Group's FT Vest International Equity Moderate Buffer ETF March position peaked at $341K in Q2 2023.
42 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q4 2023.

Based on Advisory Resource Group's 13F filing for Q4 2023, filed 11 Jan 2024.