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Capital Analysts LLC’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-437
Closed -$19K – 1387
2024
Q4 		$19K Hold
437
– – ﹤0.01% 954
2024
Q3 		$18K Sell
437
-2,752
-86% -$113K ﹤0.01% 923
2024
Q2 		$129K Buy
3,189
+1,830
+135% +$72.1K 0.01% 523
2024
Q1 		$53K Buy
+1,359
New +$52.1K ﹤0.01% 652
2023
Q1 		– Sell
-1,000
Closed -$31K – 1003
2022
Q4 		$31K Hold
1,000
– – ﹤0.01% 689
2022
Q3 		$29K Hold
1,000
– – ﹤0.01% 660
2022
Q2 		$30K Hold
1,000
– – ﹤0.01% 646
2022
Q1 		$34K Buy
+1,000
New +$32.8K ﹤0.01% 604

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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return