Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Concurrent Investment Advisors’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	$2M	Sell	38,310 -1,105	-3%	-$56.8K	0.02%	720
2026 Q1	$1.91M	Buy	39,415 +24,955	+173%	+$1.2M	0.02%	630
2025 Q4	$686K	Sell	14,460 -685	-5%	-$32.1K	0.01%	1008
2025 Q3	$703K	Buy	15,145 +7,360	+95%	+$336K	0.01%	779
2025 Q2	$349K	Hold	7,785	–	–	0.01%	995
2025 Q1	$329K	Hold	7,785	–	–	0.01%	881
2024 Q4	$337K	Hold	7,785	–	–	0.01%	788
2024 Q3	$329K	Hold	7,785	–	–	0.01%	747
2024 Q2	$316K	Buy	7,785 +1,304	+20%	+$51.4K	0.01%	722
2024 Q1	$254K	Buy	+6,481	New	+$249K	0.01%	721

Other funds holding FMAR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Concurrent Investment Advisors's FMAR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 2.8% in Q2 2026, selling an estimated $56.8K and leaving 38,310 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #720.

Concurrent Investment Advisors 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.

Concurrent Investment Advisors held 38,310 shares of FT Vest US Equity Buffer ETF March worth $2M as of Q2 2026.
Concurrent Investment Advisors sold 1,105 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $56.8K.
FT Vest US Equity Buffer ETF March made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #720 holding.
Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.