Legacy CG
FMAR icon

Legacy CG’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Legacy CG’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
2022
Q3 		– Sell
-162,054
Closed -$4.88M – 76
2022
Q2 		$4.88M Buy
162,054
+5,744
+4% +$183K 3.36% 6
2022
Q1 		$5.3M Buy
+156,310
New +$5.13M 3.44% 6

Other funds holding FMAR

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Main Street Financial Solutions
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

Legacy CG's FMAR Position: Q3 2022 in Review

Legacy CG sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2022, closing a stake of 162,054 shares — an estimated $4.88M sold.

Legacy CG first reported a position in FMAR in Q1 2022 and held it in 2 quarters. The position peaked at $5.3M in Q1 2022. 56 funds tracked by Wall St. Rank hold FMAR as of Q3 2022.

  • Legacy CG reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 162,054 FT Vest US Equity Buffer ETF March shares in Q3 2022, an estimated $4.88M.
  • Legacy CG first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and held it in 2 quarters.
  • Legacy CG's FT Vest US Equity Buffer ETF March position peaked at $5.3M in Q1 2022.
  • 56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.