Kestra Private Wealth Services’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Kestra Private Wealth 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	$689K	Sell	13,183 -1,482	-10%	-$76.1K	0.01%	1086
2026 Q1	$711K	Hold	14,665	–	–	0.01%	1018
2025 Q4	$696K	Hold	14,665	–	–	0.01%	986
2025 Q3	$680K	Sell	14,665 -700	-5%	-$31.9K	0.01%	949
2025 Q2	$689K	Hold	15,365	–	–	0.01%	897
2025 Q1	$648K	Hold	15,365	–	–	0.01%	848
2024 Q4	$665K	Sell	15,365 -4,075	-21%	-$175K	0.01%	807
2024 Q3	$822K	Sell	19,440 -48	-0.2%	-$1.97K	0.02%	675
2024 Q2	$791K	Buy	19,488 +2,120	+12%	+$83.5K	0.02%	652
2024 Q1	$682K	Buy	17,368 +4,153	+31%	+$159K	0.02%	685
2023 Q4	$499K	Hold	13,215	–	–	0.01%	731
2023 Q3	$465K	Buy	13,215 +840	+7%	+$30K	0.01%	692
2023 Q2	$441K	Buy	12,375 +1,600	+15%	+$54.8K	0.02%	675
2023 Q1	$362K	Buy	+10,775	New	+$351K	0.01%	712

Other funds holding FMAR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $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

Kestra Private Wealth Services's FMAR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 10% in Q2 2026, selling an estimated $76.1K and leaving 13,183 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #1086.

Kestra Private Wealth Services first reported a position in FMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $822K in Q3 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Kestra Private Wealth Services held 13,183 shares of FT Vest US Equity Buffer ETF March worth $689K as of Q2 2026.
Kestra Private Wealth Services sold 1,482 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $76.1K.
FT Vest US Equity Buffer ETF March made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1086 holding.
Kestra Private Wealth Services first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
Kestra Private Wealth Services's FT Vest US Equity Buffer ETF March position peaked at $822K in Q3 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.