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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

FSB Premier Wealth Management's FMAR Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 7.2% in Q1 2026, selling an estimated $72.1K and leaving 19,336 shares worth $938K. The position accounts for 0.29% of the portfolio, ranked #85.

FSB Premier Wealth Management first reported a position in FMAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.33M in Q3 2024. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • FSB Premier Wealth Management held 19,336 shares of FT Vest US Equity Buffer ETF March worth $938K as of Q1 2026.
  • FSB Premier Wealth Management sold 1,506 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $72.1K.
  • FT Vest US Equity Buffer ETF March made up 0.29% of FSB Premier Wealth Management's portfolio in Q1 2026, its #85 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 17 quarters since.
  • FSB Premier Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $2.33M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.