NWS
FMAR icon

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

Newport Wealth Strategies’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
2021
Q3 		$250K Hold
7,870
– – 0.15% 97
2021
Q2 		$249K Hold
7,870
– – 0.14% 100
2021
Q1 		$237K Buy
+7,870
New +$235K 0.15% 100

Other funds holding FMAR

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Newport Wealth Strategies's FMAR Position: Q3 2021 in Review

Newport Wealth Strategies held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q3 2021 at 7,870 shares worth $250K. The position accounts for 0.15% of the portfolio, ranked #97.

Newport Wealth Strategies first reported a position in FMAR in Q1 2021 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold FMAR as of Q3 2021.

  • Newport Wealth Strategies held 7,870 shares of FT Vest US Equity Buffer ETF March worth $250K as of Q3 2021.
  • Newport Wealth Strategies left its FT Vest US Equity Buffer ETF March share count unchanged in Q3 2021.
  • FT Vest US Equity Buffer ETF March made up 0.15% of Newport Wealth Strategies's portfolio in Q3 2021, its #97 holding.
  • Newport Wealth Strategies first reported a position in FT Vest US Equity Buffer ETF March in Q1 2021 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.