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

B. Riley 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
2022
Q2 		$1.24K Buy
41,238
+2,950
+8% +$93.7K ﹤0.01% 269
2022
Q1 		$1.3M Buy
+38,288
New +$1.26M 0.1% 187

Other funds holding FMAR

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Management's FMAR Position: Q2 2022 in Review

B. Riley Wealth Management increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 7.7% in Q2 2022, buying an estimated $93.7K and bringing the position to 41,238 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

B. Riley Wealth Management first reported a position in FMAR in Q1 2022 and has held it in 2 quarters since. The position peaked at $1.3M in Q1 2022. 57 funds tracked by Wall St. Rank hold FMAR as of Q2 2022.

  • B. Riley Wealth Management held 41,238 shares of FT Vest US Equity Buffer ETF March worth $1.24K as of Q2 2022.
  • B. Riley Wealth Management bought 2,950 FT Vest US Equity Buffer ETF March shares in Q2 2022, an estimated $93.7K.
  • FT Vest US Equity Buffer ETF March made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #269 holding.
  • B. Riley Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $1.3M in Q1 2022.
  • 57 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.