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 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%	+$9.82K	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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWS

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

Castleview Partners's FMAR Position: Q2 2026 in Review

Castleview Partners reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 0.42% in Q2 2026, selling an estimated $2.31K and leaving 10,564 shares worth $552K. The position accounts for 0.24% of the portfolio, ranked #105.

Castleview Partners first reported a position in FMAR in Q1 2024 and has held it in 10 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Castleview Partners held 10,564 shares of FT Vest US Equity Buffer ETF March worth $552K as of Q2 2026.
Castleview Partners sold 45 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $2.31K.
FT Vest US Equity Buffer ETF March made up 0.24% of Castleview Partners's portfolio in Q2 2026, its #105 holding.
Castleview Partners first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.