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New Wave Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

New Wave Wealth Advisors’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
-93
Closed -$4.02K – 322
2024
Q4 		$4.02K Buy
+93
New +$4K ﹤0.01% 463

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 22.9% 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

New Wave Wealth Advisors's FMAR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2025, closing a stake of 93 shares — an estimated $4.02K sold.

New Wave Wealth Advisors first reported a position in FMAR in Q4 2024 and held it in 1 quarter. The position peaked at $4.02K in Q4 2024. 119 funds tracked by Wall St. Rank hold FMAR as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 93 FT Vest US Equity Buffer ETF March shares in Q1 2025, an estimated $4.02K.
  • New Wave Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's FT Vest US Equity Buffer ETF March position peaked at $4.02K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.