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

DHJJ Financial 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	$387K	Hold	7,398	–	–	0.11%	146
2026 Q1	$359K	Sell	7,398 -233	-3%	-$11.2K	0.12%	137
2025 Q4	$362K	Sell	7,631 -100	-1%	-$4.68K	0.12%	133
2025 Q3	$359K	Sell	7,731 -139	-2%	-$6.34K	0.12%	128
2025 Q2	$353K	Sell	7,870 -71	-0.9%	-$3.03K	0.13%	125
2025 Q1	$335K	Sell	7,941 -479	-6%	-$20.8K	0.13%	120
2024 Q4	$364K	Hold	8,420	–	–	0.14%	118
2024 Q3	$356K	Hold	8,420	–	–	0.14%	117
2024 Q2	$342K	Sell	8,420 -146	-2%	-$5.75K	0.14%	116
2024 Q1	$336K	Buy	8,566 +2,722	+47%	+$104K	0.15%	104
2023 Q4	$221K	Sell	5,844 -435	-7%	-$15.8K	0.1%	131
2023 Q3	$221K	Sell	6,279 -990	-14%	-$35.4K	0.11%	125
2023 Q2	$259K	Sell	7,269 -6	-0.1%	-$206	0.13%	122
2023 Q1	$245K	Sell	7,275 -900	-11%	-$29.3K	0.13%	122
2022 Q4	$256K	Sell	8,175 -295	-3%	-$9.15K	0.15%	116
2022 Q3	$249K	Hold	8,470	–	–	0.15%	110
2022 Q2	$255K	Buy	8,470 +1,022	+14%	+$32.5K	0.14%	112
2022 Q1	$252K	Buy	7,448 +1,128	+18%	+$37K	0.12%	119
2021 Q4	$210K	Sell	6,320 -100	-2%	-$3.27K	0.1%	128
2021 Q3	$204K	Hold	6,420	–	–	0.11%	124
2021 Q2	$203K	Buy	+6,420	New	+$200K	0.11%	121

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

DHJJ Financial Advisors's FMAR Position: Q2 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 7,398 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #146.

DHJJ Financial Advisors first reported a position in FMAR in Q2 2021 and has held it in 21 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

DHJJ Financial Advisors held 7,398 shares of FT Vest US Equity Buffer ETF March worth $387K as of Q2 2026.
DHJJ Financial Advisors left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.11% of DHJJ Financial Advisors's portfolio in Q2 2026, its #146 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q2 2021 and has held it in 21 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.