Semus Wealth Partners’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Semus Wealth Partners’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 Q4	–	Sell	-9,619	Closed	-$339K	–	131
2023 Q3	$339K	Hold	9,619	–	–	0.32%	72
2023 Q2	$343K	Hold	9,619	–	–	0.31%	68
2023 Q1	$323K	Buy	+9,619	New	+$313K	0.35%	70

Other funds holding FMAR

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Semus Wealth Partners's FMAR Position: Q4 2023 in Review

Semus Wealth Partners sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2023, closing a stake of 9,619 shares — an estimated $339K sold.

Semus Wealth Partners first reported a position in FMAR in Q1 2023 and held it in 3 quarters. The position peaked at $343K in Q2 2023. 66 funds tracked by Wall St. Rank hold FMAR as of Q4 2023.

Semus Wealth Partners reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2023 after selling out during the quarter.
Semus Wealth Partners sold 9,619 FT Vest US Equity Buffer ETF March shares in Q4 2023, an estimated $339K.
Semus Wealth Partners first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 3 quarters.
Semus Wealth Partners's FT Vest US Equity Buffer ETF March position peaked at $343K in Q2 2023.
66 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2023.

Based on Semus Wealth Partners's 13F filing for Q4 2023, filed 23 Jan 2024.