Goldstein Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Goldstein Advisors’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	$410K	Buy	+7,846	New	+$403K	0.04%	153

Other funds holding FMAR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldstein Advisors's FMAR Position: Q2 2026 in Review

Goldstein Advisors opened a new position in FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026: 7,846 shares worth $410K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings.

132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Goldstein Advisors held 7,846 shares of FT Vest US Equity Buffer ETF March worth $410K as of Q2 2026.
FT Vest US Equity Buffer ETF March was a new Goldstein Advisors position in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #153 holding.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.