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Sowell Financial Services’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-6,848
Closed -$141K – 2795
2021
Q1 		$141K Buy
+6,848
New +$137K ﹤0.01% 1221

Other funds holding YMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sowell Financial Services's YMAR Position: Q2 2021 in Review

Sowell Financial Services sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q2 2021, closing a stake of 6,848 shares — an estimated $141K sold.

Sowell Financial Services first reported a position in YMAR in Q1 2021 and held it in 1 quarter. The position peaked at $141K in Q1 2021. 9 funds tracked by Wall St. Rank hold YMAR as of Q2 2021.

  • Sowell Financial Services reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,848 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2021, an estimated $141K.
  • Sowell Financial Services first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's FT Vest International Equity Moderate Buffer ETF March position peaked at $141K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.