Harvest Investment Services’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Harvest Investment Services’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	$1.42M	Buy	27,211 +10,166	+60%	+$522K	0.22%	119
2026 Q1	$827K	Sell	17,045 -171	-1%	-$8.19K	0.15%	142
2025 Q4	$817K	Sell	17,216 -6,473	-27%	-$303K	0.15%	137
2025 Q3	$1.1M	Sell	23,689 -5,681	-19%	-$259K	0.22%	118
2025 Q2	$1.32M	Buy	29,370 +7,583	+35%	+$324K	0.29%	94
2025 Q1	$919K	Buy	21,787 +2,482	+13%	+$108K	0.26%	94
2024 Q4	$835K	Sell	19,305 -127	-0.7%	-$5.46K	0.2%	120
2024 Q3	$821K	Hold	19,432	–	–	0.26%	101
2024 Q2	$789K	Buy	+19,432	New	+$766K	0.31%	82

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

Harvest Investment Services's FMAR Position: Q2 2026 in Review

Harvest Investment Services increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 60% in Q2 2026, buying an estimated $522K and bringing the position to 27,211 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #119.

Harvest Investment Services first reported a position in FMAR in Q2 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Harvest Investment Services held 27,211 shares of FT Vest US Equity Buffer ETF March worth $1.42M as of Q2 2026.
Harvest Investment Services bought 10,166 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $522K.
FT Vest US Equity Buffer ETF March made up 0.22% of Harvest Investment Services's portfolio in Q2 2026, its #119 holding.
Harvest Investment Services first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.