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Castleview Partners’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Castleview Partners’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 		$514K Hold
10,609
– – 0.26% 82
2025
Q4 		$504K Hold
10,609
– – 0.25% 90
2025
Q3 		$492K Sell
10,609
-230
-2% -$10.5K 0.27% 82
2025
Q2 		$486K Buy
10,839
+230
+2% +$9.82K 0.31% 80
2025
Q1 		$448K Hold
10,609
– – 0.3% 85
2024
Q4 		$458K Sell
10,609
-1
-0% -$43 0.25% 99
2024
Q3 		$448K Hold
10,610
– – 0.26% 97
2024
Q2 		$431K Hold
10,610
– – 0.24% 94
2024
Q1 		$416K Buy
+10,610
New +$407K 0.23% 104

Other funds holding FMAR

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Castleview Partners's FMAR Position: Q1 2026 in Review

Castleview Partners held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q1 2026 at 10,609 shares worth $514K. The position accounts for 0.26% of the portfolio, ranked #82.

Castleview Partners first reported a position in FMAR in Q1 2024 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • Castleview Partners held 10,609 shares of FT Vest US Equity Buffer ETF March worth $514K as of Q1 2026.
  • Castleview Partners left its FT Vest US Equity Buffer ETF March share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF March made up 0.26% of Castleview Partners's portfolio in Q1 2026, its #82 holding.
  • Castleview Partners first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.