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Sage Capital Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Sage Capital Advisors’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
-7,073
Closed -$238K – 129
2023
Q1 		$238K Sell
7,073
-467
-6% -$15.2K 0.09% 119
2022
Q4 		$236K Buy
+7,540
New +$234K 0.1% 117

Other funds holding FMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sage Capital Advisors's FMAR Position: Q2 2023 in Review

Sage Capital Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2023, closing a stake of 7,073 shares — an estimated $238K sold.

Sage Capital Advisors first reported a position in FMAR in Q4 2022 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 68 funds tracked by Wall St. Rank hold FMAR as of Q2 2023.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Sage Capital Advisors sold 7,073 FT Vest US Equity Buffer ETF March shares in Q2 2023, an estimated $238K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q4 2022 and held it in 2 quarters.
  • Sage Capital Advisors's FT Vest US Equity Buffer ETF March position peaked at $238K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2023.

Based on Sage Capital Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.