SeaCrest Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

SeaCrest Wealth Management’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
2025 Q2	–	Sell	-5,720	Closed	-$241K	–	643
2025 Q1	$241K	Hold	5,720	–	–	0.03%	561
2024 Q4	$248K	Hold	5,720	–	–	0.03%	554
2024 Q3	$242K	Hold	5,720	–	–	0.03%	563
2024 Q2	$232K	Hold	5,720	–	–	0.03%	539
2024 Q1	$224K	Buy	+5,720	New	+$219K	0.03%	544

Other funds holding FMAR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

SeaCrest Wealth Management's FMAR Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2025, closing a stake of 5,720 shares — an estimated $241K sold.

SeaCrest Wealth Management first reported a position in FMAR in Q1 2024 and held it in 5 quarters. The position peaked at $248K in Q4 2024. 125 funds tracked by Wall St. Rank hold FMAR as of Q2 2025.

SeaCrest Wealth Management reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 5,720 FT Vest US Equity Buffer ETF March shares in Q2 2025, an estimated $241K.
SeaCrest Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and held it in 5 quarters.
SeaCrest Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $248K in Q4 2024.
125 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.