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GeoWealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

GeoWealth Management’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
Q4 		– Sell
-5,768
Closed -$244K – 1830
2024
Q3 		$244K Buy
5,768
+2,033
+54% +$83.6K 0.01% 660
2024
Q2 		$152K Sell
3,735
-535
-13% -$21.1K 0.01% 737
2024
Q1 		$168K Buy
+4,270
New +$164K 0.01% 717

Other funds holding FMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

GeoWealth Management's FMAR Position: Q4 2024 in Review

GeoWealth Management sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2024, closing a stake of 5,768 shares — an estimated $244K sold.

GeoWealth Management first reported a position in FMAR in Q1 2024 and held it in 3 quarters. The position peaked at $244K in Q3 2024. 127 funds tracked by Wall St. Rank hold FMAR as of Q4 2024.

  • GeoWealth Management reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 5,768 FT Vest US Equity Buffer ETF March shares in Q4 2024, an estimated $244K.
  • GeoWealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's FT Vest US Equity Buffer ETF March position peaked at $244K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.