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Avantra Family Wealth’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Avantra Family Wealth’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
Q3 		– Sell
-12,440
Closed -$558K – 169
2025
Q2 		$558K Buy
12,440
+351
+3% +$15K 0.46% 59
2025
Q1 		$510K Sell
12,089
-52
-0.4% -$2.26K 0.49% 72
2024
Q4 		$525K Buy
+12,141
New +$522K 0.49% 66

Other funds holding FMAR

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Avantra Family Wealth's FMAR Position: Q3 2025 in Review

Avantra Family Wealth sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2025, closing a stake of 12,440 shares — an estimated $558K sold.

Avantra Family Wealth first reported a position in FMAR in Q4 2024 and held it in 3 quarters. The position peaked at $558K in Q2 2025. 114 funds tracked by Wall St. Rank hold FMAR as of Q3 2025.

  • Avantra Family Wealth reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 12,440 FT Vest US Equity Buffer ETF March shares in Q3 2025, an estimated $558K.
  • Avantra Family Wealth first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and held it in 3 quarters.
  • Avantra Family Wealth's FT Vest US Equity Buffer ETF March position peaked at $558K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.