Patriot Financial Group Insurance Agency’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio YMAR Stock Details YMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,050	Closed	-$146K	–	2278
2021 Q4	$146K	Sell	7,050 -1,000	-12%	-$20.8K	0.02%	540
2021 Q3	$166K	Buy	+8,050	New	+$169K	0.03%	490

Other funds holding YMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's YMAR Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q1 2022, closing a stake of 7,050 shares — an estimated $146K sold.

Patriot Financial Group Insurance Agency first reported a position in YMAR in Q3 2021 and held it in 2 quarters. The position peaked at $166K in Q3 2021. 13 funds tracked by Wall St. Rank hold YMAR as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 7,050 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2022, an estimated $146K.
Patriot Financial Group Insurance Agency first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q3 2021 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's FT Vest International Equity Moderate Buffer ETF March position peaked at $166K in Q3 2021.
13 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.