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ERn Financial LLC’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

ERn Financial LLC’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 		$219K Buy
+4,193
New +$215K 0.04% 152
2025
Q3 		– Sell
-7,717
Closed -$346K – 145
2025
Q2 		$346K Buy
7,717
+1,143
+17% +$48.8K 0.07% 114
2025
Q1 		$277K Sell
6,574
-63
-0.9% -$2.74K 0.04% 161
2024
Q4 		$287K Sell
6,637
-1,067
-14% -$45.8K 0.04% 168
2024
Q3 		$326K Buy
7,704
+1,352
+21% +$55.6K 0.05% 162
2024
Q2 		$258K Buy
+6,352
New +$250K 0.04% 165

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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

ERn Financial LLC's FMAR Position: Q2 2026 in Review

ERn Financial LLC opened a new position in FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026: 4,193 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #152 among its holdings. This is a return to the name: ERn Financial LLC previously reported a position in FMAR as recently as Q2 2025.

ERn Financial LLC first reported a position in FMAR in Q2 2024 and has held it in 6 quarters since. The position peaked at $346K in Q2 2025. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

  • ERn Financial LLC held 4,193 shares of FT Vest US Equity Buffer ETF March worth $219K as of Q2 2026.
  • FT Vest US Equity Buffer ETF March was a new ERn Financial LLC position in Q2 2026.
  • FT Vest US Equity Buffer ETF March made up 0.04% of ERn Financial LLC's portfolio in Q2 2026, its #152 holding.
  • ERn Financial LLC first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and has held it in 6 quarters since.
  • ERn Financial LLC's FT Vest US Equity Buffer ETF March position peaked at $346K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.