CAL
RSMR

Capital Analysts LLC’s FT Vest U.S. Equity Equal Weight Buffer ETF - March RSMR Stock Holding History

Capital Analysts LLC’s Portfolio RSMR Stock Details RSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$498K Buy
22,452
+3,377
+18% +$75.4K 0.01% 453
2025
Q4 		$419K Hold
19,075
– – 0.01% 461
2025
Q3 		$411K Buy
19,075
+1,007
+6% +$21.4K 0.01% 457
2025
Q2 		$377K Buy
+18,068
New +$363K 0.01% 427

Other funds holding RSMR

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Analysts LLC's RSMR Position: Q1 2026 in Review

Capital Analysts LLC increased its FT Vest U.S. Equity Equal Weight Buffer ETF - March (RSMR) stake by 18% in Q1 2026, buying an estimated $75.4K and bringing the position to 22,452 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #453.

Capital Analysts LLC first reported a position in RSMR in Q2 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold RSMR as of Q1 2026.

  • Capital Analysts LLC held 22,452 shares of FT Vest U.S. Equity Equal Weight Buffer ETF - March worth $498K as of Q1 2026.
  • Capital Analysts LLC bought 3,377 FT Vest U.S. Equity Equal Weight Buffer ETF - March shares in Q1 2026, an estimated $75.4K.
  • FT Vest U.S. Equity Equal Weight Buffer ETF - March made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #453 holding.
  • Capital Analysts LLC first reported a position in FT Vest U.S. Equity Equal Weight Buffer ETF - March in Q2 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal Weight Buffer ETF - March as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.