AE Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

AE Wealth 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
2026 Q2	$933K	Sell	17,861 -55	-0.3%	-$2.83K	﹤0.01%	940
2026 Q1	$869K	Buy	17,916 +56	+0.3%	+$2.68K	﹤0.01%	879
2025 Q4	$848K	Sell	17,860 -213	-1%	-$9.97K	﹤0.01%	850
2025 Q3	$838K	Sell	18,073 -63	-0.3%	-$2.87K	0.01%	797
2025 Q2	$813K	Sell	18,136 -2,620	-13%	-$112K	0.01%	778
2025 Q1	$876K	Sell	20,756 -4,221	-17%	-$183K	0.01%	744
2024 Q4	$1.08M	Buy	24,977 +4,787	+24%	+$206K	0.01%	681
2024 Q3	$853K	Sell	20,190 -300	-1%	-$12.3K	0.01%	738
2024 Q2	$831K	Buy	20,490 +2,475	+14%	+$97.5K	0.01%	749
2024 Q1	$707K	Sell	18,015 -3,540	-16%	-$136K	0.01%	738
2023 Q4	$823K	Buy	21,555 +2,217	+11%	+$80.4K	﹤0.01%	1225
2023 Q3	$681K	Sell	19,338 -756	-4%	-$27K	﹤0.01%	1241
2023 Q2	$716K	Buy	20,094 +3,521	+21%	+$121K	﹤0.01%	1223
2023 Q1	$557K	Buy	16,573 +1,982	+14%	+$64.5K	﹤0.01%	1299
2022 Q4	$458K	Sell	14,591 -1,479	-9%	-$45.9K	﹤0.01%	1351
2022 Q3	$472K	Buy	16,070 +4,207	+35%	+$132K	﹤0.01%	1294
2022 Q2	$358K	Buy	+11,863	New	+$377K	﹤0.01%	1362

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

AE Wealth Management's FMAR Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 0.31% in Q2 2026, selling an estimated $2.83K and leaving 17,861 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

AE Wealth Management first reported a position in FMAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

AE Wealth Management held 17,861 shares of FT Vest US Equity Buffer ETF March worth $933K as of Q2 2026.
AE Wealth Management sold 55 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $2.83K.
FT Vest US Equity Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #940 holding.
AE Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q2 2022 and has held it in 17 quarters since.
AE Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $1.08M in Q4 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.