SWM
FMAR icon

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

Spire 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
2023
Q3 		– Sell
-850
Closed -$30.3K – 2395
2023
Q2 		$30.3K Hold
850
– – ﹤0.01% 1406
2023
Q1 		$28.6K Buy
+850
New +$27.7K ﹤0.01% 1456

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Spire Wealth Management's FMAR Position: Q3 2023 in Review

Spire Wealth Management sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2023, closing a stake of 850 shares — an estimated $30.3K sold.

Spire Wealth Management first reported a position in FMAR in Q1 2023 and held it in 2 quarters. The position peaked at $30.3K in Q2 2023. 68 funds tracked by Wall St. Rank hold FMAR as of Q3 2023.

  • Spire Wealth Management reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 850 FT Vest US Equity Buffer ETF March shares in Q3 2023, an estimated $30.3K.
  • Spire Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 2 quarters.
  • Spire Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $30.3K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.