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 Q2	$532K	Hold	22,452	–	–	0.01%	483
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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Capital Analysts LLC's RSMR Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Equal Weight Buffer ETF - March (RSMR) position steady in Q2 2026 at 22,452 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #483.

Capital Analysts LLC first reported a position in RSMR in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold RSMR as of Q2 2026.

Capital Analysts LLC held 22,452 shares of FT Vest U.S. Equity Equal Weight Buffer ETF - March worth $532K as of Q2 2026.
Capital Analysts LLC left its FT Vest U.S. Equity Equal Weight Buffer ETF - March share count unchanged in Q2 2026.
FT Vest U.S. Equity Equal Weight Buffer ETF - March made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #483 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 5 quarters since.
13 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal Weight Buffer ETF - March as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.