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 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 $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

Legacy Private Trust's FMAR Position: Q2 2026 in Review

Legacy Private Trust reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 4.3% in Q2 2026, selling an estimated $29.4K and leaving 12,675 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #193.

Legacy Private Trust first reported a position in FMAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q4 2022. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Legacy Private Trust held 12,675 shares of FT Vest US Equity Buffer ETF March worth $662K as of Q2 2026.
Legacy Private Trust sold 573 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $29.4K.
FT Vest US Equity Buffer ETF March made up 0.04% of Legacy Private Trust's portfolio in Q2 2026, its #193 holding.
Legacy Private Trust first reported a position in FT Vest US Equity Buffer ETF March in Q4 2022 and has held it in 15 quarters since.
Legacy Private Trust's FT Vest US Equity Buffer ETF March position peaked at $1.73M in Q4 2022.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.