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

Other funds holding FMAR

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Capital Analysts LLC's FMAR Position: Q1 2025 in Review

Capital Analysts LLC sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q1 2025, closing a stake of 437 shares — an estimated $19K sold.

Capital Analysts LLC first reported a position in FMAR in Q1 2022 and held it in 8 quarters. The position peaked at $129K in Q2 2024. 119 funds tracked by Wall St. Rank hold FMAR as of Q1 2025.

Capital Analysts LLC reported no remaining FT Vest US Equity Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 437 FT Vest US Equity Buffer ETF March shares in Q1 2025, an estimated $19K.
Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and held it in 8 quarters.
Capital Analysts LLC's FT Vest US Equity Buffer ETF March position peaked at $129K in Q2 2024.
119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.