Larson Financial Group’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Larson Financial Group’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	-200	Closed	-$8.45K	–	2820
2024 Q3	$8.45K	Hold	200	–	–	﹤0.01%	1545
2024 Q2	$8.12K	Hold	200	–	–	﹤0.01%	1322
2024 Q1	$7.85K	Hold	200	–	–	﹤0.01%	1104
2023 Q4	$7.55K	Hold	200	–	–	﹤0.01%	1090
2023 Q3	$7.04K	Hold	200	–	–	﹤0.01%	1091
2023 Q2	$7.13K	Sell	200 -13	-6%	-$446	﹤0.01%	1021
2023 Q1	$7.16K	Sell	213 -50	-19%	-$1.63K	﹤0.01%	1007
2022 Q4	$8.25K	Hold	263	–	–	﹤0.01%	920
2022 Q3	$8K	Buy	+263	New	+$8.24K	﹤0.01%	841

Other funds holding FMAR

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Larson Financial Group's FMAR Position: Q4 2024 in Review

Larson Financial Group sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2024, closing a stake of 200 shares — an estimated $8.45K sold.

Larson Financial Group first reported a position in FMAR in Q3 2022 and held it in 9 quarters. The position peaked at $8.45K in Q3 2024. 127 funds tracked by Wall St. Rank hold FMAR as of Q4 2024.

Larson Financial Group reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
Larson Financial Group sold 200 FT Vest US Equity Buffer ETF March shares in Q4 2024, an estimated $8.45K.
Larson Financial Group first reported a position in FT Vest US Equity Buffer ETF March in Q3 2022 and held it in 9 quarters.
Larson Financial Group's FT Vest US Equity Buffer ETF March position peaked at $8.45K in Q3 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.