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L.J. Altfest & Co’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

L.J. Altfest & Co’s Portfolio GMAR Stock Details GMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,803
Closed -$405K – 312
2023
Q3 		$405K Buy
+12,803
New +$409K 0.06% 205

Other funds holding GMAR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

L.J. Altfest & Co's GMAR Position: Q4 2023 in Review

L.J. Altfest & Co sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2023, closing a stake of 12,803 shares — an estimated $405K sold.

L.J. Altfest & Co first reported a position in GMAR in Q3 2023 and held it in 1 quarter. The position peaked at $405K in Q3 2023. 42 funds tracked by Wall St. Rank hold GMAR as of Q4 2023.

  • L.J. Altfest & Co reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 12,803 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2023, an estimated $405K.
  • L.J. Altfest & Co first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q3 2023 and held it in 1 quarter.
  • L.J. Altfest & Co's FT Vest US Equity Moderate Buffer ETF March position peaked at $405K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2023.

Based on L.J. Altfest & Co's 13F filing for Q4 2023, filed 18 Jan 2024.