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Orion Portfolio Solutions’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-5,816
Closed -$246K – 1850
2024
Q3 		$246K Buy
5,816
+112
+2% +$4.6K ﹤0.01% 1618
2024
Q2 		$231K Buy
+5,704
New +$225K ﹤0.01% 1569

Other funds holding FMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Orion Portfolio Solutions's FMAR Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2024, closing a stake of 5,816 shares — an estimated $246K sold.

Orion Portfolio Solutions first reported a position in FMAR in Q2 2024 and held it in 2 quarters. The position peaked at $246K in Q3 2024. 127 funds tracked by Wall St. Rank hold FMAR as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,816 FT Vest US Equity Buffer ETF March shares in Q4 2024, an estimated $246K.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's FT Vest US Equity Buffer ETF March position peaked at $246K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.