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Camelot Portfolios’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-4,302
Closed -$204K – 314
2025
Q4 		$204K Sell
4,302
-2,412
-36% -$113K 0.13% 171
2025
Q3 		$311K Sell
6,714
-359
-5% -$16.4K 0.18% 140
2025
Q2 		$317K Sell
7,073
-829
-10% -$35.4K 0.19% 145
2025
Q1 		$333K Buy
7,902
+517
+7% +$22.5K 0.21% 137
2024
Q4 		$320K Sell
7,385
-823
-10% -$35.4K 0.34% 94
2024
Q3 		$347K Sell
8,208
-1,613
-16% -$66.3K 0.34% 91
2024
Q2 		$399K Buy
9,821
+408
+4% +$16.1K 0.23% 105
2024
Q1 		$369K Sell
9,413
-1,334
-12% -$51.2K 0.36% 84
2023
Q4 		$406K Buy
10,747
+725
+7% +$26.3K 0.24% 113
2023
Q3 		$353K Sell
10,022
-2,079
-17% -$74.4K 0.34% 88
2023
Q2 		$431K Sell
12,101
-828
-6% -$28.4K 0.27% 104
2023
Q1 		$435K Buy
12,929
+2,165
+20% +$70.4K 0.3% 99
2022
Q4 		$338K Sell
10,764
-102
-0.9% -$3.16K 0.25% 118
2022
Q3 		$319K Sell
10,866
-833
-7% -$26.1K 0.3% 98
2022
Q2 		$353K Buy
11,699
+1,204
+11% +$38.3K 0.21% 138
2022
Q1 		$356K Sell
10,495
-1,906
-15% -$62.5K 0.18% 154
2021
Q4 		$412K Buy
12,401
+93
+0.8% +$3.04K 0.17% 167
2021
Q3 		$391K Sell
12,308
-1,357
-10% -$43.5K 0.2% 142
2021
Q2 		$433K Buy
+13,665
New +$425K 0.17% 153

Other funds holding FMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Camelot Portfolios's FMAR Position: Q1 2026 in Review

Camelot Portfolios sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2026, closing a stake of 4,302 shares — an estimated $204K sold.

Camelot Portfolios first reported a position in FMAR in Q2 2021 and held it in 19 quarters. The position peaked at $435K in Q1 2023. 132 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • Camelot Portfolios reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 4,302 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $204K.
  • Camelot Portfolios first reported a position in FT Vest US Equity Buffer ETF March in Q2 2021 and held it in 19 quarters.
  • Camelot Portfolios's FT Vest US Equity Buffer ETF March position peaked at $435K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.