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

Atria Wealth Solutions’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
2025 Q2	$842K	Hold	18,770	–	–	0.02%	712
2025 Q1	$792K	Sell	18,770 -23,903	-56%	-$1.04M	0.01%	973
2024 Q4	$1.85M	Sell	42,673 -2,476	-5%	-$106K	0.02%	675
2024 Q3	$1.91M	Buy	45,149 +597	+1%	+$24.5K	0.02%	657
2024 Q2	$1.81M	Buy	44,552 +13,418	+43%	+$529K	0.02%	657
2024 Q1	$1.22M	Buy	31,134 +14,315	+85%	+$549K	0.01%	826
2023 Q4	$635K	Sell	16,819 -3,352	-17%	-$122K	0.01%	1090
2023 Q3	$710K	Buy	20,171 +44	+0.2%	+$1.57K	0.01%	971
2023 Q2	$717K	Sell	20,127 -644	-3%	-$22.1K	0.01%	994
2023 Q1	$698K	Buy	20,771 +12,271	+144%	+$399K	0.01%	965
2022 Q4	$267K	Hold	8,500	–	–	﹤0.01%	1431
2022 Q3	$250K	Hold	8,500	–	–	﹤0.01%	1418
2022 Q2	$256K	Hold	8,500	–	–	﹤0.01%	1298
2022 Q1	$288K	Buy	+8,500	New	+$279K	﹤0.01%	1339

Other funds holding FMAR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 Wealth Solutions's FMAR Position: Q2 2025 in Review

Atria Wealth Solutions held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2025 at 18,770 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #712.

Atria Wealth Solutions first reported a position in FMAR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q3 2024. 125 funds tracked by Wall St. Rank hold FMAR as of Q2 2025.

Atria Wealth Solutions held 18,770 shares of FT Vest US Equity Buffer ETF March worth $842K as of Q2 2025.
Atria Wealth Solutions left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2025.
FT Vest US Equity Buffer ETF March made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #712 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF March position peaked at $1.91M in Q3 2024.
125 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.