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Consolidated Portfolio Review Corp’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-6,893
Closed -$320K – 163
2025
Q3 		$320K Buy
6,893
+1,136
+20% +$51.8K 0.04% 357
2025
Q2 		$258K Buy
+5,757
New +$246K 0.04% 379

Other funds holding FMAR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Consolidated Portfolio Review Corp's FMAR Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2025, closing a stake of 6,893 shares — an estimated $320K sold.

Consolidated Portfolio Review Corp first reported a position in FMAR in Q2 2025 and held it in 2 quarters. The position peaked at $320K in Q3 2025. 115 funds tracked by Wall St. Rank hold FMAR as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 6,893 FT Vest US Equity Buffer ETF March shares in Q4 2025, an estimated $320K.
  • Consolidated Portfolio Review Corp first reported a position in FT Vest US Equity Buffer ETF March in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's FT Vest US Equity Buffer ETF March position peaked at $320K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.