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Avior Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-3,475
Closed -$117K – 1603
2023
Q1 		$117K Buy
+3,475
New +$113K 0.01% 611

Other funds holding FMAR

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Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $168M AUM 5.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Avior Wealth Management's FMAR Position: Q2 2023 in Review

Avior Wealth Management sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2023, closing a stake of 3,475 shares — an estimated $117K sold.

Avior Wealth Management first reported a position in FMAR in Q1 2023 and held it in 1 quarter. The position peaked at $117K in Q1 2023. 68 funds tracked by Wall St. Rank hold FMAR as of Q2 2023.

  • Avior Wealth Management reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 3,475 FT Vest US Equity Buffer ETF March shares in Q2 2023, an estimated $117K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $117K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.