NewEdge Wealth’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

NewEdge Wealth’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
2023 Q2	–	Sell	-17,090	Closed	-$575K	–	641
2023 Q1	$575K	Hold	17,090	–	–	0.02%	396
2022 Q4	$536K	Buy	+17,090	New	+$530K	0.02%	359

Other funds holding FMAR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's FMAR Position: Q2 2023 in Review

NewEdge Wealth sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2023, closing a stake of 17,090 shares — an estimated $575K sold.

NewEdge Wealth first reported a position in FMAR in Q4 2022 and held it in 2 quarters. The position peaked at $575K in Q1 2023. 68 funds tracked by Wall St. Rank hold FMAR as of Q2 2023.

NewEdge Wealth reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
NewEdge Wealth sold 17,090 FT Vest US Equity Buffer ETF March shares in Q2 2023, an estimated $575K.
NewEdge Wealth first reported a position in FT Vest US Equity Buffer ETF March in Q4 2022 and held it in 2 quarters.
NewEdge Wealth's FT Vest US Equity Buffer ETF March position peaked at $575K in Q1 2023.
68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.