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Legacy CG’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Legacy CG’s Portfolio YMAR Stock Details YMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-420,211
Closed -$8.91M – 48
2023
Q2 		$8.91M Buy
+420,211
New +$8.83M 4.1% 10

Other funds holding YMAR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy CG's YMAR Position: Q3 2023 in Review

Legacy CG sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q3 2023, closing a stake of 420,211 shares — an estimated $8.91M sold.

Legacy CG first reported a position in YMAR in Q2 2023 and held it in 1 quarter. The position peaked at $8.91M in Q2 2023. 42 funds tracked by Wall St. Rank hold YMAR as of Q3 2023.

  • Legacy CG reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • Legacy CG sold 420,211 FT Vest International Equity Moderate Buffer ETF March shares in Q3 2023, an estimated $8.91M.
  • Legacy CG first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2023 and held it in 1 quarter.
  • Legacy CG's FT Vest International Equity Moderate Buffer ETF March position peaked at $8.91M in Q2 2023.
  • 42 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2023.

Based on Legacy CG's 13F filing for Q3 2023, filed 24 Oct 2023.