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Foundations Investment Advisors’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Foundations Investment Advisors’s Portfolio QMAR Stock Details QMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,435
Closed -$443K – 715
2023
Q3 		$443K Sell
18,435
-250
-1% -$6.04K 0.01% 419
2023
Q2 		$448K Buy
+18,685
New +$427K 0.01% 383

Other funds holding QMAR

ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Foundations Investment Advisors's QMAR Position: Q4 2023 in Review

Foundations Investment Advisors sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q4 2023, closing a stake of 18,435 shares — an estimated $443K sold.

Foundations Investment Advisors first reported a position in QMAR in Q2 2023 and held it in 2 quarters. The position peaked at $448K in Q2 2023. 52 funds tracked by Wall St. Rank hold QMAR as of Q4 2023.

  • Foundations Investment Advisors reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 18,435 FT Vest Growth-100 Buffer ETF March shares in Q4 2023, an estimated $443K.
  • Foundations Investment Advisors first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's FT Vest Growth-100 Buffer ETF March position peaked at $448K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.