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

Bleakley 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 		$635K Hold
12,149
– – 0.01% 753
2026
Q1 		$589K Buy
+12,149
New +$582K 0.01% 607

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Cetera Investment Advisers
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
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
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
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

Bleakley Financial Group held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 12,149 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #753.

Bleakley Financial Group first reported a position in FMAR in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

  • Bleakley Financial Group held 12,149 shares of FT Vest US Equity Buffer ETF March worth $635K as of Q2 2026.
  • Bleakley 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 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #753 holding.
  • Bleakley Financial Group first reported a position in FT Vest US Equity Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.