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Triumph Capital Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Triumph Capital 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 		– Sell
-11,139
Closed -$336K – 202
2022
Q2 		$336K Buy
11,139
+1,647
+17% +$52.3K 0.18% 131
2022
Q1 		$322K Sell
9,492
-1,928
-17% -$63.2K 0.14% 156
2021
Q4 		$379K Buy
+11,420
New +$373K 0.16% 131

Other funds holding FMAR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Cambridge Investment Research Advisors
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

Triumph Capital Management's FMAR Position: Q3 2022 in Review

Triumph Capital Management sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2022, closing a stake of 11,139 shares — an estimated $336K sold.

Triumph Capital Management first reported a position in FMAR in Q4 2021 and held it in 3 quarters. The position peaked at $379K in Q4 2021. 56 funds tracked by Wall St. Rank hold FMAR as of Q3 2022.

  • Triumph Capital Management reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2022 after selling out during the quarter.
  • Triumph Capital Management sold 11,139 FT Vest US Equity Buffer ETF March shares in Q3 2022, an estimated $336K.
  • Triumph Capital Management first reported a position in FT Vest US Equity Buffer ETF March in Q4 2021 and held it in 3 quarters.
  • Triumph Capital Management's FT Vest US Equity Buffer ETF March position peaked at $379K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2022.

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