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Mason & Associates (California)’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Mason & Associates (California)’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
-1,364,186
Closed -$57.7M – 110
2024
Q3 		$57.7M Sell
1,364,186
-348,986
-20% -$14.3M 14.38% 1
2024
Q2 		$69.5M Buy
+1,713,172
New +$67.5M 18.49% 1

Other funds holding FMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
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

Mason & Associates (California)'s FMAR Position: Q4 2024 in Review

Mason & Associates (California) sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2024, closing a stake of 1,364,186 shares — an estimated $57.7M sold.

Mason & Associates (California) first reported a position in FMAR in Q2 2024 and held it in 2 quarters. The position peaked at $69.5M in Q2 2024. 127 funds tracked by Wall St. Rank hold FMAR as of Q4 2024.

  • Mason & Associates (California) reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 1,364,186 FT Vest US Equity Buffer ETF March shares in Q4 2024, an estimated $57.7M.
  • Mason & Associates (California) first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and held it in 2 quarters.
  • Mason & Associates (California)'s FT Vest US Equity Buffer ETF March position peaked at $69.5M in Q2 2024.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2024.

Based on Mason & Associates (California)'s 13F filing for Q4 2024, filed 14 Jan 2025.