Action Point Financial Planning’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Action Point Financial Planning’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
2026 Q2	$91K	Buy	+1,742	New	+$89.5K	0.01%	625

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Action Point Financial Planning's FMAR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026: 1,742 shares worth $91K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings.

131 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Action Point Financial Planning held 1,742 shares of FT Vest US Equity Buffer ETF March worth $91K as of Q2 2026.
FT Vest US Equity Buffer ETF March was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #625 holding.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.