BFC Planning, Inc.’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

BFC Planning, Inc.’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	$59.1K	Hold	1,131	–	–	﹤0.01%	1470
2026 Q1	$54.8K	Buy	1,131 +830	+276%	+$39.8K	﹤0.01%	1299
2025 Q4	$14.3K	Hold	301	–	–	﹤0.01%	1899
2025 Q3	$14K	Hold	301	–	–	﹤0.01%	1752
2025 Q2	$13.5K	Hold	301	–	–	﹤0.01%	1672
2025 Q1	$12.7K	Hold	301	–	–	﹤0.01%	1660
2024 Q4	$13K	Buy	+301	New	+$12.9K	﹤0.01%	1646

Other funds holding FMAR

AssetMark Inc Concord, California $59.5B AUM 15.92% 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 $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

BFC Planning, Inc.'s FMAR Position: Q2 2026 in Review

BFC Planning, Inc. held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 1,131 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

BFC Planning, Inc. first reported a position in FMAR in Q4 2024 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

BFC Planning, Inc. held 1,131 shares of FT Vest US Equity Buffer ETF March worth $59.1K as of Q2 2026.
BFC Planning, Inc. left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1470 holding.
BFC Planning, Inc. first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.