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

Tradition 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
2022 Q4	–	Sell	-621	Closed	-$18K	–	1177
2022 Q3	$18K	Hold	621	–	–	﹤0.01%	784
2022 Q2	$19K	Buy	+621	New	+$19.7K	﹤0.01%	655

Other funds holding FMAR

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

BRWA

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

Tradition Wealth Management's FMAR Position: Q4 2022 in Review

Tradition Wealth Management sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2022, closing a stake of 621 shares — an estimated $18K sold.

Tradition Wealth Management first reported a position in FMAR in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 58 funds tracked by Wall St. Rank hold FMAR as of Q4 2022.

Tradition Wealth Management reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 621 FT Vest US Equity Buffer ETF March shares in Q4 2022, an estimated $18K.
Tradition Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q2 2022 and held it in 2 quarters.
Tradition Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $19K in Q2 2022.
58 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.