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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Harvest Investment Services's FMAR Position: Q1 2026 in Review

Harvest Investment Services reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 0.99% in Q1 2026, selling an estimated $8.19K and leaving 17,045 shares worth $827K. The position accounts for 0.15% of the portfolio, ranked #142.

Harvest Investment Services first reported a position in FMAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q2 2025. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

Harvest Investment Services held 17,045 shares of FT Vest US Equity Buffer ETF March worth $827K as of Q1 2026.
Harvest Investment Services sold 171 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $8.19K.
FT Vest US Equity Buffer ETF March made up 0.15% of Harvest Investment Services's portfolio in Q1 2026, its #142 holding.
Harvest Investment Services first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Harvest Investment Services's FT Vest US Equity Buffer ETF March position peaked at $1.32M in Q2 2025.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.