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Asset Dedication LLC’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Asset Dedication LLC’s Portfolio FMAR Stock Details FMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-46
Closed -$1K – 994
2022
Q4 		$1K Buy
+46
New +$1.43K ﹤0.01% 928

Other funds holding FMAR

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Asset Dedication LLC's FMAR Position: Q1 2023 in Review

Asset Dedication LLC sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2023, closing a stake of 46 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in FMAR in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 73 funds tracked by Wall St. Rank hold FMAR as of Q1 2023.

  • Asset Dedication LLC reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 46 FT Vest US Equity Buffer ETF March shares in Q1 2023, an estimated $1K.
  • Asset Dedication LLC first reported a position in FT Vest US Equity Buffer ETF March in Q4 2022 and held it in 1 quarter.
  • Asset Dedication LLC's FT Vest US Equity Buffer ETF March position peaked at $1K in Q4 2022.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2023.

Based on Asset Dedication LLC's 13F filing for Q1 2023, filed 24 Apr 2023.