Kingswood Wealth Advisors LLC Grows Position in FT Vest U.S. Equity Buffer ETF – March $FMAR

Kingswood Wealth Advisors LLC raised its position in shares of FT Vest U.S. Equity Buffer ETF – March (BATS:FMAR) by 4.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,582 shares of the company’s stock after buying an additional 468 shares during the quarter. Kingswood Wealth Advisors LLC owned about 0.05% of FT Vest U.S. Equity Buffer ETF – March worth $474,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Avantra Family Wealth Inc. grew its holdings in FT Vest U.S. Equity Buffer ETF – March by 2.9% during the 2nd quarter. Avantra Family Wealth Inc. now owns 12,440 shares of the company’s stock valued at $558,000 after buying an additional 351 shares in the last quarter. Consolidated Portfolio Review Corp purchased a new position in FT Vest U.S. Equity Buffer ETF – March during the 2nd quarter valued at approximately $258,000. Truist Financial Corp grew its holdings in FT Vest U.S. Equity Buffer ETF – March by 2,470.7% during the 2nd quarter. Truist Financial Corp now owns 1,242,612 shares of the company’s stock valued at $55,719,000 after buying an additional 1,194,274 shares in the last quarter. ERn Financial LLC grew its holdings in FT Vest U.S. Equity Buffer ETF – March by 17.4% during the 2nd quarter. ERn Financial LLC now owns 7,717 shares of the company’s stock valued at $346,000 after buying an additional 1,143 shares in the last quarter. Finally, Castleview Partners LLC grew its holdings in FT Vest U.S. Equity Buffer ETF – March by 2.2% during the 2nd quarter. Castleview Partners LLC now owns 10,839 shares of the company’s stock valued at $486,000 after buying an additional 230 shares in the last quarter.

FT Vest U.S. Equity Buffer ETF – March Price Performance

BATS FMAR opened at $46.50 on Friday. The stock has a market capitalization of $926.75 million, a PE ratio of 23.86 and a beta of 0.59. The business has a 50 day simple moving average of $45.96 and a two-hundred day simple moving average of $44.14. FT Vest U.S. Equity Buffer ETF – March has a 1-year low of $38.13 and a 1-year high of $45.35.

FT Vest U.S. Equity Buffer ETF – March Company Profile

The FT Cboe Vest U.S. Equity Buffer ETF – March (FMAR) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on the SPY over a specific holding period. The actively-managed fund holds options and collateral. FMAR was launched on Mar 19, 2021 and is managed by First Trust.