Legacy Private Trust’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Legacy Private Trust’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 Q3	$673K	Sell	12,555 -120	-0.9%	-$6.36K	0.04%	191
2026 Q2	$662K	Sell	12,675 -573	-4%	-$29.4K	0.04%	193
2026 Q1	$642K	Sell	13,248 -80	-0.6%	-$3.83K	0.04%	186
2025 Q4	$633K	Buy	13,328 +317	+2%	+$14.8K	0.04%	189
2025 Q3	$604K	Sell	13,011 -569	-4%	-$26K	0.04%	185
2025 Q2	$609K	Hold	13,580	–	–	0.04%	179
2025 Q1	$573K	Hold	13,580	–	–	0.04%	178
2024 Q4	$588K	Sell	13,580 -400	-3%	-$17.2K	0.04%	176
2024 Q3	$591K	Buy	13,980 +1,132	+9%	+$46.5K	0.04%	174
2024 Q2	$521K	Buy	12,848 +732	+6%	+$28.8K	0.04%	174
2024 Q1	$475K	Buy	12,116 +2,402	+25%	+$92.1K	0.03%	181
2023 Q4	$367K	Sell	9,714 -119	-1%	-$4.31K	0.03%	187
2023 Q3	$346K	Hold	9,833	–	–	0.03%	197
2023 Q2	$350K	Buy	9,833 +3,421	+53%	+$117K	0.03%	196
2023 Q1	$216K	Sell	6,412 -48,688	-88%	-$1.58M	0.02%	220
2022 Q4	$1.73M	Buy	+55,100	New	+$1.71M	0.16%	114

Other funds holding FMAR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Private Trust's FMAR Position: Q3 2026 in Review

Legacy Private Trust reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 0.95% in Q3 2026, selling an estimated $6.36K and leaving 12,555 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #191.

Legacy Private Trust first reported a position in FMAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q4 2022. 72 funds tracked by Wall St. Rank hold FMAR as of Q3 2026.

Legacy Private Trust held 12,555 shares of FT Vest US Equity Buffer ETF March worth $673K as of Q3 2026.
Legacy Private Trust sold 120 FT Vest US Equity Buffer ETF March shares in Q3 2026, an estimated $6.36K.
FT Vest US Equity Buffer ETF March made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #191 holding.
Legacy Private Trust first reported a position in FT Vest US Equity Buffer ETF March in Q4 2022 and has held it in 16 quarters since.
Legacy Private Trust's FT Vest US Equity Buffer ETF March position peaked at $1.73M in Q4 2022.
72 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.