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

CoreCap 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 Q3	$830K	Buy	15,489 +99	+0.6%	+$5.25K	0.02%	424
2026 Q2	$804K	Buy	15,390 +187	+1%	+$9.6K	0.02%	429
2026 Q1	$737K	Sell	15,203 -195	-1%	-$9.34K	0.03%	427
2025 Q4	$731K	Buy	15,398 +545	+4%	+$25.5K	0.03%	443
2025 Q3	$689K	Buy	14,853 +680	+5%	+$31K	0.03%	457
2025 Q2	$636K	Buy	14,173 +938	+7%	+$40K	0.03%	458
2025 Q1	$559K	Buy	13,235 +986	+8%	+$42.8K	0.02%	463
2024 Q4	$530K	Buy	12,249 +1,443	+13%	+$62K	0.02%	466
2024 Q3	$457K	Buy	10,806 +1,027	+11%	+$42.2K	0.02%	486
2024 Q2	$397K	Buy	9,779 +1,244	+15%	+$49K	0.04%	258
2024 Q1	$335K	Buy	8,535 +3,206	+60%	+$123K	0.02%	500
2023 Q4	$201K	Buy	+5,329	New	+$193K	0.01%	558

Other funds holding FMAR

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

PPWM

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

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

CoreCap Advisors's FMAR Position: Q3 2026 in Review

CoreCap Advisors increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 0.64% in Q3 2026, buying an estimated $5.25K and bringing the position to 15,489 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #424.

CoreCap Advisors first reported a position in FMAR in Q4 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold FMAR as of Q3 2026.

CoreCap Advisors held 15,489 shares of FT Vest US Equity Buffer ETF March worth $830K as of Q3 2026.
CoreCap Advisors bought 99 FT Vest US Equity Buffer ETF March shares in Q3 2026, an estimated $5.25K.
FT Vest US Equity Buffer ETF March made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #424 holding.
CoreCap Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q4 2023 and has held it in 12 quarters since.
23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.