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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
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

Envestnet Asset Management
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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