Cary Street Partners Investment Advisory’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio YMAR Stock Details YMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-475	Closed	-$9.66K	–	1815
2023 Q3	$9.66K	Hold	475	–	–	﹤0.01%	1311
2023 Q2	$10.1K	Hold	475	–	–	﹤0.01%	1242
2023 Q1	$9.83K	Hold	475	–	–	﹤0.01%	1152
2022 Q4	$9.03K	Buy	+475	New	+$8.63K	﹤0.01%	1186

Other funds holding YMAR

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cary Street Partners Investment Advisory's YMAR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q4 2023, closing a stake of 475 shares — an estimated $9.66K sold.

Cary Street Partners Investment Advisory first reported a position in YMAR in Q4 2022 and held it in 4 quarters. The position peaked at $10.1K in Q2 2023. 42 funds tracked by Wall St. Rank hold YMAR as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 475 FT Vest International Equity Moderate Buffer ETF March shares in Q4 2023, an estimated $9.66K.
Cary Street Partners Investment Advisory first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's FT Vest International Equity Moderate Buffer ETF March position peaked at $10.1K in Q2 2023.
42 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.