BRWA
FMAR icon

B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$426K Sell
9,849
-500
-5% -$21.5K 0.01% 751
2024
Q3 		$436K Sell
10,349
-1,083
-9% -$44.5K 0.01% 791
2024
Q2 		$464K Buy
+11,432
New +$450K 0.01% 851
2023
Q2 		– Sell
-23,509
Closed -$790K – 1578
2023
Q1 		$790K Sell
23,509
-14,729
-39% -$479K 0.02% 624
2022
Q4 		$1.2M Sell
38,238
-500
-1% -$15.5K 0.03% 473
2022
Q3 		$1.14M Buy
+38,738
New +$1.21M 0.03% 468

Other funds holding FMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return