EE
FMAR icon

EWG Elevate’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

EWG Elevate’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
Q3 		– Sell
-9,518
Closed -$386K – 119
2024
Q2 		$386K Sell
9,518
-191,126
-95% -$7.53M 0.14% 95
2024
Q1 		$7.87M Buy
+200,644
New +$7.7M 3% 8

Other funds holding FMAR

MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EWG Elevate's FMAR Position: Q3 2024 in Review

EWG Elevate sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2024, closing a stake of 9,518 shares — an estimated $386K sold.

EWG Elevate first reported a position in FMAR in Q1 2024 and held it in 2 quarters. The position peaked at $7.87M in Q1 2024. 119 funds tracked by Wall St. Rank hold FMAR as of Q3 2024.

  • EWG Elevate reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • EWG Elevate sold 9,518 FT Vest US Equity Buffer ETF March shares in Q3 2024, an estimated $386K.
  • EWG Elevate first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • EWG Elevate's FT Vest US Equity Buffer ETF March position peaked at $7.87M in Q1 2024.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2024.

Based on EWG Elevate's 13F filing for Q3 2024, filed 7 Oct 2024.