B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-9,259	Closed	-$391K	–	1163
2025 Q1	$391K	Sell	9,259 -590	-6%	-$25.6K	0.01%	848
2024 Q4	$426K	Sell	9,849 -500	-5%	-$21.5K	0.01%	751
2024 Q3	$436K	Sell	10,349 -1,083	-9%	-$44.5K	0.01%	791
2024 Q2	$464K	Buy	+11,432	New	+$450K	0.01%	851
2023 Q2	–	Sell	-23,509	Closed	-$790K	–	1578
2023 Q1	$790K	Sell	23,509 -14,729	-39%	-$479K	0.02%	624
2022 Q4	$1.2M	Sell	38,238 -500	-1%	-$15.5K	0.03%	473
2022 Q3	$1.14M	Buy	+38,738	New	+$1.21M	0.03%	468

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

B. Riley Wealth Advisors's FMAR Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2025, closing a stake of 9,259 shares — an estimated $391K sold.

B. Riley Wealth Advisors first reported a position in FMAR in Q3 2022 and held it in 7 quarters. The position peaked at $1.2M in Q4 2022. 125 funds tracked by Wall St. Rank hold FMAR as of Q2 2025.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,259 FT Vest US Equity Buffer ETF March shares in Q2 2025, an estimated $391K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q3 2022 and held it in 7 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Buffer ETF March position peaked at $1.2M in Q4 2022.
125 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.