Atria Investments’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Atria Investments’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	–	Sell	-155,667	Closed	-$7.55M	–	2172
2026 Q1	$7.55M	Buy	+155,667	New	+$7.46M	0.08%	256
2024 Q4	–	Sell	-21,406	Closed	-$905K	–	1904
2024 Q3	$905K	Buy	21,406 +4,548	+27%	+$187K	0.01%	1021
2024 Q2	$684K	Buy	+16,858	New	+$664K	0.01%	1140

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

Atria Investments's FMAR Position: Q2 2026 in Review

Atria Investments sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026, closing a stake of 155,667 shares — an estimated $7.55M sold.

Atria Investments first reported a position in FMAR in Q2 2024 and held it in 3 quarters. The position peaked at $7.55M in Q1 2026. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Atria Investments reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 155,667 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $7.55M.
Atria Investments first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and held it in 3 quarters.
Atria Investments's FT Vest US Equity Buffer ETF March position peaked at $7.55M in Q1 2026.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.