Concourse Financial Group Securities’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Concourse Financial Group Securities’s Portfolio GMAR Stock Details GMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-44,039	Closed	-$1.67M	–	846
2024 Q4	$1.67M	Sell	44,039 -771	-2%	-$28.7K	0.09%	216
2024 Q3	$1.65M	Sell	44,810 -3,371	-7%	-$121K	0.1%	206
2024 Q2	$1.71M	Sell	48,181 -68,103	-59%	-$2.35M	0.11%	191
2024 Q1	$4M	Buy	116,284 +110,938	+2,075%	+$3.75M	0.26%	90
2023 Q4	$179K	Hold	5,346	–	–	0.01%	686
2023 Q3	$169K	Hold	5,346	–	–	0.01%	675
2023 Q2	$170K	Buy	+5,346	New	+$165K	0.01%	693

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Concourse Financial Group Securities's GMAR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q1 2025, closing a stake of 44,039 shares — an estimated $1.67M sold.

Concourse Financial Group Securities first reported a position in GMAR in Q2 2023 and held it in 7 quarters. The position peaked at $4M in Q1 2024. 108 funds tracked by Wall St. Rank hold GMAR as of Q1 2025.

Concourse Financial Group Securities reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 44,039 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2025, an estimated $1.67M.
Concourse Financial Group Securities first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2023 and held it in 7 quarters.
Concourse Financial Group Securities's FT Vest US Equity Moderate Buffer ETF March position peaked at $4M in Q1 2024.
108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.