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FSB Premier Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

FSB Premier Wealth Management’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 		$998K Sell
19,105
-231
-1% -$11.9K 0.28% 97
2026
Q1 		$938K Sell
19,336
-1,506
-7% -$72.1K 0.29% 85
2025
Q4 		$989K Sell
20,842
-42
-0.2% -$1.97K 0.31% 82
2025
Q3 		$969K Sell
20,884
-629
-3% -$28.7K 0.32% 84
2025
Q2 		$965K Buy
21,513
+1,213
+6% +$51.8K 0.34% 80
2025
Q1 		$857K Buy
20,300
+3,215
+19% +$140K 0.33% 88
2024
Q4 		$739K Sell
17,085
-38,050
-69% -$1.63M 0.3% 87
2024
Q3 		$2.33M Sell
55,135
-474
-0.9% -$19.5K 0.95% 27
2024
Q2 		$2.26M Buy
55,609
+705
+1% +$27.8K 1.02% 26
2024
Q1 		$2.15M Buy
54,904
+41,965
+324% +$1.61M 1% 25
2023
Q4 		$488K Sell
12,939
-541
-4% -$19.6K 0.24% 88
2023
Q3 		$474K Sell
13,480
-1,446
-10% -$51.7K 0.26% 85
2023
Q2 		$532K Sell
14,926
-2,681
-15% -$91.9K 0.29% 77
2023
Q1 		$592K Buy
17,607
+2,160
+14% +$70.3K 0.33% 68
2022
Q4 		$484K Sell
15,447
-1,225
-7% -$38K 0.27% 77
2022
Q3 		$489K Hold
16,672
– – 0.29% 71
2022
Q2 		$502K Buy
16,672
+921
+6% +$29.3K 0.28% 72
2022
Q1 		$515K Buy
+15,751
New +$517K 0.26% 79

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

FSB Premier Wealth Management's FMAR Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 1.2% in Q2 2026, selling an estimated $11.9K and leaving 19,105 shares worth $998K. The position accounts for 0.28% of the portfolio, ranked #97.

FSB Premier Wealth Management first reported a position in FMAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.33M in Q3 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

  • FSB Premier Wealth Management held 19,105 shares of FT Vest US Equity Buffer ETF March worth $998K as of Q2 2026.
  • FSB Premier Wealth Management sold 231 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $11.9K.
  • FT Vest US Equity Buffer ETF March made up 0.28% of FSB Premier Wealth Management's portfolio in Q2 2026, its #97 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 18 quarters since.
  • FSB Premier Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $2.33M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.