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First Heartland Consultants’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

First Heartland Consultants’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
2023
Q2 		– Sell
-6,446
Closed -$217K – 379
2023
Q1 		$217K Buy
+6,446
New +$210K 0.03% 331

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BBPWM
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
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First Heartland Consultants's FMAR Position: Q2 2023 in Review

First Heartland Consultants sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2023, closing a stake of 6,446 shares — an estimated $217K sold.

First Heartland Consultants first reported a position in FMAR in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 68 funds tracked by Wall St. Rank hold FMAR as of Q2 2023.

  • First Heartland Consultants reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • First Heartland Consultants sold 6,446 FT Vest US Equity Buffer ETF March shares in Q2 2023, an estimated $217K.
  • First Heartland Consultants first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • First Heartland Consultants's FT Vest US Equity Buffer ETF March position peaked at $217K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2023.

Based on First Heartland Consultants's 13F filing for Q2 2023, filed 26 Jul 2023.