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Key Client Fiduciary Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Key Client Fiduciary Advisors’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
Q1 		– Sell
-10,356
Closed -$391K – 189
2023
Q4 		$391K Buy
10,356
+2,405
+30% +$87.2K 0.23% 113
2023
Q3 		$280K Hold
7,951
– – 0.17% 130
2023
Q2 		$283K Buy
+7,951
New +$273K 0.16% 133

Other funds holding FMAR

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Key Client Fiduciary Advisors's FMAR Position: Q1 2024 in Review

Key Client Fiduciary Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2024, closing a stake of 10,356 shares — an estimated $391K sold.

Key Client Fiduciary Advisors first reported a position in FMAR in Q2 2023 and held it in 3 quarters. The position peaked at $391K in Q4 2023. 91 funds tracked by Wall St. Rank hold FMAR as of Q1 2024.

  • Key Client Fiduciary Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 10,356 FT Vest US Equity Buffer ETF March shares in Q1 2024, an estimated $391K.
  • Key Client Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q2 2023 and held it in 3 quarters.
  • Key Client Fiduciary Advisors's FT Vest US Equity Buffer ETF March position peaked at $391K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.