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United Advisor Group’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

United Advisor Group’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
2024
Q3 		– Sell
-12,391
Closed -$503K – 347
2024
Q2 		$503K Buy
+12,391
New +$488K 0.16% 130

Other funds holding FMAR

MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Advisor Group's FMAR Position: Q3 2024 in Review

United Advisor Group sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2024, closing a stake of 12,391 shares — an estimated $503K sold.

United Advisor Group first reported a position in FMAR in Q2 2024 and held it in 1 quarter. The position peaked at $503K in Q2 2024. 119 funds tracked by Wall St. Rank hold FMAR as of Q3 2024.

  • United Advisor Group reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • United Advisor Group sold 12,391 FT Vest US Equity Buffer ETF March shares in Q3 2024, an estimated $503K.
  • United Advisor Group first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • United Advisor Group's FT Vest US Equity Buffer ETF March position peaked at $503K in Q2 2024.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2024.

Based on United Advisor Group's 13F filing for Q3 2024, filed 30 Oct 2024.