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McCarthy & Cox’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

McCarthy & Cox’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
2025
Q1 		– Sell
-20,642
Closed -$893K – 66
2024
Q4 		$893K Hold
20,642
– – 0.31% 31
2024
Q3 		$872K Hold
20,642
– – 0.33% 29
2024
Q2 		$838K Buy
+20,642
New +$813K 0.32% 29

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

McCarthy & Cox's FMAR Position: Q1 2025 in Review

McCarthy & Cox sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2025, closing a stake of 20,642 shares — an estimated $893K sold.

McCarthy & Cox first reported a position in FMAR in Q2 2024 and held it in 3 quarters. The position peaked at $893K in Q4 2024. 119 funds tracked by Wall St. Rank hold FMAR as of Q1 2025.

  • McCarthy & Cox reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • McCarthy & Cox sold 20,642 FT Vest US Equity Buffer ETF March shares in Q1 2025, an estimated $893K.
  • McCarthy & Cox first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • McCarthy & Cox's FT Vest US Equity Buffer ETF March position peaked at $893K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2025.

Based on McCarthy & Cox's 13F filing for Q1 2025, filed 14 Apr 2025.