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Sterling Manor Financial’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Sterling Manor Financial’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
Q1 		– Sell
-185,939
Closed -$8.05M – 30
2024
Q4 		$8.05M Sell
185,939
-1,033
-0.6% -$44.4K 5.61% 9
2024
Q3 		$7.9M Buy
186,972
+5,999
+3% +$247K 5.35% 10
2024
Q2 		$7.34M Buy
180,973
+17,761
+11% +$700K 5.59% 7
2024
Q1 		$6.4M Buy
+163,212
New +$6.26M 4.81% 10

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 $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Sterling Manor Financial's FMAR Position: Q1 2025 in Review

Sterling Manor Financial sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2025, closing a stake of 185,939 shares — an estimated $8.05M sold.

Sterling Manor Financial first reported a position in FMAR in Q1 2024 and held it in 4 quarters. The position peaked at $8.05M in Q4 2024. 118 funds tracked by Wall St. Rank hold FMAR as of Q1 2025.

  • Sterling Manor Financial reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Sterling Manor Financial sold 185,939 FT Vest US Equity Buffer ETF March shares in Q1 2025, an estimated $8.05M.
  • Sterling Manor Financial first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and held it in 4 quarters.
  • Sterling Manor Financial's FT Vest US Equity Buffer ETF March position peaked at $8.05M in Q4 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2025.

Based on Sterling Manor Financial's 13F filing for Q1 2025, filed 28 Apr 2025.