AlphaStar Capital Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

AlphaStar Capital Management’s Portfolio GMAR Stock Details GMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-43,419	Closed	-$1.38M	–	255
2023 Q2	$1.38M	Buy	43,419 +6,097	+16%	+$188K	0.16%	93
2023 Q1	$1.13M	Buy	+37,322	New	+$1.12M	0.1%	125

Other funds holding GMAR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

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

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AlphaStar Capital Management's GMAR Position: Q3 2023 in Review

AlphaStar Capital Management sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2023, closing a stake of 43,419 shares — an estimated $1.38M sold.

AlphaStar Capital Management first reported a position in GMAR in Q1 2023 and held it in 2 quarters. The position peaked at $1.38M in Q2 2023. 46 funds tracked by Wall St. Rank hold GMAR as of Q3 2023.

AlphaStar Capital Management reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2023 after selling out during the quarter.
AlphaStar Capital Management sold 43,419 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2023, an estimated $1.38M.
AlphaStar Capital Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2023 and held it in 2 quarters.
AlphaStar Capital Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $1.38M in Q2 2023.
46 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2023.

Based on AlphaStar Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.