Beacon Financial Advisory’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Beacon Financial Advisory’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 Q4	–	Sell	-4,890	Closed	-$227K	–	381
2025 Q3	$227K	Hold	4,890	–	–	0.05%	344
2025 Q2	$219K	Hold	4,890	–	–	0.06%	327
2025 Q1	$206K	Hold	4,890	–	–	0.06%	314
2024 Q4	$212K	Hold	4,890	–	–	0.07%	282
2024 Q3	$207K	Buy	+4,890	New	+$201K	0.07%	278

Other funds holding FMAR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Beacon Financial Advisory's FMAR Position: Q4 2025 in Review

Beacon Financial Advisory sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2025, closing a stake of 4,890 shares — an estimated $227K sold.

Beacon Financial Advisory first reported a position in FMAR in Q3 2024 and held it in 5 quarters. The position peaked at $227K in Q3 2025. 115 funds tracked by Wall St. Rank hold FMAR as of Q4 2025.

Beacon Financial Advisory reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Beacon Financial Advisory sold 4,890 FT Vest US Equity Buffer ETF March shares in Q4 2025, an estimated $227K.
Beacon Financial Advisory first reported a position in FT Vest US Equity Buffer ETF March in Q3 2024 and held it in 5 quarters.
Beacon Financial Advisory's FT Vest US Equity Buffer ETF March position peaked at $227K in Q3 2025.
115 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.