Janney Montgomery Scott
FMAR icon

Janney Montgomery Scott’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Janney Montgomery Scott’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 		– Sell
-20,655
Closed -$980K – 2851
2025
Q4 		$980K Sell
20,655
-1,860
-8% -$87K ﹤0.01% 1741
2025
Q3 		$1.04M Sell
22,515
-400
-2% -$18.2K ﹤0.01% 1669
2025
Q2 		$1.03M Sell
22,915
-2,775
-11% -$118K ﹤0.01% 1563
2025
Q1 		$1.08M Buy
25,690
+1,490
+6% +$64.7K ﹤0.01% 1490
2024
Q4 		$1.05M Sell
24,200
-7,350
-23% -$316K ﹤0.01% 1511
2024
Q3 		$1.33M Buy
+31,550
New +$1.3M ﹤0.01% 1348
2024
Q2 		– Sell
-26,700
Closed -$1.05M – 2683
2024
Q1 		$1.05M Buy
26,700
+19,922
+294% +$764K ﹤0.01% 1498
2023
Q4 		$256K Sell
6,778
-1,553
-19% -$56.3K ﹤0.01% 2324
2023
Q3 		$293K Hold
8,331
– – ﹤0.01% 2146
2023
Q2 		$297K Hold
8,331
– – ﹤0.01% 2227
2023
Q1 		$280K Buy
+8,331
New +$271K ﹤0.01% 2091

Other funds holding FMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
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