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Ogorek Anthony Joseph’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Ogorek Anthony Joseph’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
Q1 		– Sell
-1,050
Closed -$39K – 277
2023
Q4 		$39K Hold
1,050
– – 0.01% 123
2023
Q3 		$36K Hold
1,050
– – 0.01% 127
2023
Q2 		$37K Hold
1,050
– – 0.01% 118
2023
Q1 		$35K Buy
+1,050
New +$34.2K 0.01% 118

Other funds holding FMAR

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Ogorek Anthony Joseph's FMAR Position: Q1 2024 in Review

Ogorek Anthony Joseph sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2024, closing a stake of 1,050 shares — an estimated $39K sold.

Ogorek Anthony Joseph first reported a position in FMAR in Q1 2023 and held it in 4 quarters. The position peaked at $39K in Q4 2023. 91 funds tracked by Wall St. Rank hold FMAR as of Q1 2024.

  • Ogorek Anthony Joseph reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 1,050 FT Vest US Equity Buffer ETF March shares in Q1 2024, an estimated $39K.
  • Ogorek Anthony Joseph first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 4 quarters.
  • Ogorek Anthony Joseph's FT Vest US Equity Buffer ETF March position peaked at $39K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2024, filed 3 May 2024.