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Savvy Advisors Inc’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Savvy Advisors Inc’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
-6,557
Closed -$277K – 463
2024
Q3 		$277K Hold
6,557
– – 0.06% 267
2024
Q2 		$266K Buy
6,557
+1,028
+19% +$40.5K 0.09% 231
2024
Q1 		$217K Buy
+5,529
New +$212K 0.13% 201

Other funds holding FMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Savvy Advisors Inc's FMAR Position: Q4 2024 in Review

Savvy Advisors Inc sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2024, closing a stake of 6,557 shares — an estimated $277K sold.

Savvy Advisors Inc first reported a position in FMAR in Q1 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 127 funds tracked by Wall St. Rank hold FMAR as of Q4 2024.

  • Savvy Advisors Inc reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,557 FT Vest US Equity Buffer ETF March shares in Q4 2024, an estimated $277K.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • Savvy Advisors Inc's FT Vest US Equity Buffer ETF March position peaked at $277K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.