Blue Bell Private Wealth Management LLC Has $4.20 Million Stock Position in FT Vest U.S. Equity Buffer ETF – March (BATS:FMAR)

Blue Bell Private Wealth Management LLC decreased its position in FT Vest U.S. Equity Buffer ETF – March (BATS:FMAR) by 2.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 103,605 shares of the company’s stock after selling 2,102 shares during the quarter. FT Vest U.S. Equity Buffer ETF – March accounts for approximately 0.9% of Blue Bell Private Wealth Management LLC’s holdings, making the stock its 18th biggest holding. Blue Bell Private Wealth Management LLC owned approximately 0.58% of FT Vest U.S. Equity Buffer ETF – March worth $4,204,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. McKinley Carter Wealth Services Inc. grew its holdings in shares of FT Vest U.S. Equity Buffer ETF – March by 7.0% during the fourth quarter. McKinley Carter Wealth Services Inc. now owns 21,721 shares of the company’s stock worth $820,000 after buying an additional 1,423 shares in the last quarter. Schulz Wealth LTD. acquired a new position in FT Vest U.S. Equity Buffer ETF – March in the 4th quarter valued at about $1,439,000. NBC Securities Inc. raised its holdings in FT Vest U.S. Equity Buffer ETF – March by 59.5% in the 1st quarter. NBC Securities Inc. now owns 2,639 shares of the company’s stock valued at $113,000 after acquiring an additional 984 shares during the period. EWG Elevate Inc. acquired a new stake in FT Vest U.S. Equity Buffer ETF – March during the 1st quarter worth approximately $7,873,000. Finally, Legacy Private Trust Co. lifted its holdings in shares of FT Vest U.S. Equity Buffer ETF – March by 24.7% during the first quarter. Legacy Private Trust Co. now owns 12,116 shares of the company’s stock worth $475,000 after buying an additional 2,402 shares in the last quarter.

FT Vest U.S. Equity Buffer ETF – March Stock Down 0.2 %

Shares of BATS:FMAR opened at $40.98 on Friday. The firm has a market capitalization of $729.44 million, a P/E ratio of 23.89 and a beta of 0.49. The business’s 50-day moving average is $40.89 and its 200 day moving average is $39.78.

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