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

Kingswood Wealth 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	$371K	Hold	7,103	–	–	0.02%	700
2026 Q1	$344K	Hold	7,103	–	–	0.02%	668
2025 Q4	$337K	Sell	7,103 -3,479	-33%	-$163K	0.02%	639
2025 Q3	$491K	Hold	10,582	–	–	0.03%	480
2025 Q2	$474K	Buy	+10,582	New	+$452K	0.04%	431
2025 Q1	–	Sell	-9,214	Closed	-$399K	–	761
2024 Q4	$399K	Buy	+9,214	New	+$396K	0.03%	514

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

Kingswood Wealth Advisors's FMAR Position: Q2 2026 in Review

Kingswood Wealth Advisors held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 7,103 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #700.

Kingswood Wealth Advisors first reported a position in FMAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q3 2025. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Kingswood Wealth Advisors held 7,103 shares of FT Vest US Equity Buffer ETF March worth $371K as of Q2 2026.
Kingswood Wealth Advisors left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #700 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's FT Vest US Equity Buffer ETF March position peaked at $491K in Q3 2025.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.