FWG Investments’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

FWG Investments’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	$1.43M	Buy	27,365 +444	+2%	+$22.8K	0.76%	42
2026 Q1	$1.31M	Buy	26,921 +308	+1%	+$14.8K	0.83%	37
2025 Q4	$1.26M	Sell	26,613 -6,368	-19%	-$298K	0.8%	40
2025 Q3	$1.53M	Buy	32,981 +1,247	+4%	+$56.9K	1.05%	30
2025 Q2	$1.42M	Buy	31,734 +12,298	+63%	+$525K	1.08%	28
2025 Q1	$820K	Sell	19,436 -1,130	-5%	-$49.1K	0.96%	37
2024 Q4	$890K	Sell	20,566 -680	-3%	-$29.2K	0.69%	44
2024 Q3	$898K	Sell	21,246 -698	-3%	-$28.7K	0.78%	38
2024 Q2	$890K	Buy	21,944 +14,863	+210%	+$586K	0.9%	32
2024 Q1	$278K	Buy	+7,081	New	+$272K	0.3%	83

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

FWG Investments's FMAR Position: Q2 2026 in Review

FWG Investments increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 1.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 27,365 shares worth $1.43M. The position accounts for 0.76% of the portfolio, ranked #42.

FWG Investments first reported a position in FMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q3 2025. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

FWG Investments held 27,365 shares of FT Vest US Equity Buffer ETF March worth $1.43M as of Q2 2026.
FWG Investments bought 444 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $22.8K.
FT Vest US Equity Buffer ETF March made up 0.76% of FWG Investments's portfolio in Q2 2026, its #42 holding.
FWG Investments first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
FWG Investments's FT Vest US Equity Buffer ETF March position peaked at $1.53M in Q3 2025.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.