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

Beacon Financial Group’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	$269K	Hold	5,152	–	–	0.02%	330
2026 Q1	$250K	Hold	5,152	–	–	0.02%	314
2025 Q4	$245K	Hold	5,152	–	–	0.02%	310
2025 Q3	$239K	Sell	5,152 -8,000	-61%	-$365K	0.02%	321
2025 Q2	$590K	Hold	13,152	–	–	0.06%	210
2025 Q1	$555K	Hold	13,152	–	–	0.06%	206
2024 Q4	$569K	Sell	13,152 -48	-0.4%	-$2.06K	0.06%	209
2024 Q3	$558K	Sell	13,200 -6,000	-31%	-$247K	0.06%	206
2024 Q2	$779K	Buy	+19,200	New	+$756K	0.09%	175

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

Beacon Financial Group's FMAR Position: Q2 2026 in Review

Beacon Financial Group held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 5,152 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #330.

Beacon Financial Group first reported a position in FMAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $779K in Q2 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Beacon Financial Group held 5,152 shares of FT Vest US Equity Buffer ETF March worth $269K as of Q2 2026.
Beacon Financial Group left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #330 holding.
Beacon Financial Group first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Beacon Financial Group's FT Vest US Equity Buffer ETF March position peaked at $779K in Q2 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.