Beacon Pointe Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Beacon Pointe 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
2026 Q2	$580K	Sell	11,100 -1,200	-10%	-$61.6K	﹤0.01%	1272
2026 Q1	$596K	Hold	12,300	–	–	﹤0.01%	1222
2025 Q4	$584K	Sell	12,300 -300	-2%	-$14K	﹤0.01%	1026
2025 Q3	$585K	Sell	12,600 -2,000	-14%	-$91.2K	0.01%	953
2025 Q2	$655K	Hold	14,600	–	–	0.01%	808
2025 Q1	$616K	Hold	14,600	–	–	0.01%	782
2024 Q4	$632K	Hold	14,600	–	–	0.01%	759
2024 Q3	$617K	Sell	14,600 -240	-2%	-$9.86K	0.01%	779
2024 Q2	$602K	Sell	14,840 -937	-6%	-$36.9K	0.01%	814
2024 Q1	$619K	Sell	15,777 -1,553	-9%	-$59.6K	0.01%	835
2023 Q4	$654K	Sell	17,330 -200	-1%	-$7.25K	0.01%	800
2023 Q3	$617K	Sell	17,530 -60	-0.3%	-$2.15K	0.01%	798
2023 Q2	$627K	Buy	17,590 +600	+4%	+$20.6K	0.01%	649
2023 Q1	$571K	Sell	16,990 -1,000	-6%	-$32.5K	0.01%	718
2022 Q4	$564K	Buy	17,990 +200	+1%	+$6.2K	0.01%	644
2022 Q3	$525K	Sell	17,790 -3,500	-16%	-$110K	0.01%	620
2022 Q2	$640K	Buy	21,290 +3,750	+21%	+$119K	0.01%	581
2022 Q1	$594K	Buy	+17,540	New	+$575K	0.01%	760

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 Pointe Advisors's FMAR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 9.8% in Q2 2026, selling an estimated $61.6K and leaving 11,100 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Beacon Pointe Advisors first reported a position in FMAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $655K in Q2 2025. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Beacon Pointe Advisors held 11,100 shares of FT Vest US Equity Buffer ETF March worth $580K as of Q2 2026.
Beacon Pointe Advisors sold 1,200 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $61.6K.
FT Vest US Equity Buffer ETF March made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1272 holding.
Beacon Pointe Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 18 quarters since.
Beacon Pointe Advisors's FT Vest US Equity Buffer ETF March position peaked at $655K in Q2 2025.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.