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 Q3	–	Sell	-10,564	Closed	-$552K	–	222
2026 Q2	$552K	Sell	10,564 -45	-0.4%	-$2.31K	0.24%	105
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%	+$9.8K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Castleview Partners's FMAR Position: Q3 2026 in Review

Castleview Partners sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2026, closing a stake of 10,564 shares — an estimated $552K sold.

Castleview Partners first reported a position in FMAR in Q1 2024 and held it in 10 quarters. The position peaked at $552K in Q2 2026. 27 funds tracked by Wall St. Rank hold FMAR as of Q3 2026.

Castleview Partners reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2026 after selling out during the quarter.
Castleview Partners sold 10,564 FT Vest US Equity Buffer ETF March shares in Q3 2026, an estimated $552K.
Castleview Partners first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and held it in 10 quarters.
Castleview Partners's FT Vest US Equity Buffer ETF March position peaked at $552K in Q2 2026.
27 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.