Strategic Asset Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Strategic Asset 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
2022 Q3	$207K	Buy	9,815 +910	+10%	+$28.5K	0.36%	46
2022 Q2	$268K	Buy	8,905 +265	+3%	+$8.42K	0.43%	45
2022 Q1	$293K	Buy	8,640 +225	+3%	+$7.38K	0.42%	44
2021 Q4	$279K	Hold	8,415	–	–	0.39%	45
2021 Q3	$270K	Buy	+8,415	New	+$270K	0.38%	47

Other funds holding FMAR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

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

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

Strategic Asset Management's FMAR Position: Q3 2022 in Review

Strategic Asset Management increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 10% in Q3 2022, buying an estimated $28.5K and bringing the position to 9,815 shares worth $207K. The position accounts for 0.36% of the portfolio, ranked #46.

Strategic Asset Management first reported a position in FMAR in Q3 2021 and has held it in 5 quarters since. The position peaked at $293K in Q1 2022. 56 funds tracked by Wall St. Rank hold FMAR as of Q3 2022.

Strategic Asset Management held 9,815 shares of FT Vest US Equity Buffer ETF March worth $207K as of Q3 2022.
Strategic Asset Management bought 910 FT Vest US Equity Buffer ETF March shares in Q3 2022, an estimated $28.5K.
FT Vest US Equity Buffer ETF March made up 0.36% of Strategic Asset Management's portfolio in Q3 2022, its #46 holding.
Strategic Asset Management first reported a position in FT Vest US Equity Buffer ETF March in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's FT Vest US Equity Buffer ETF March position peaked at $293K in Q1 2022.
56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.