Legacy Solutions LLC’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Legacy Solutions LLC’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	$399K	Hold	7,631	–	–	0.32%	51
2026 Q1	$370K	Buy	7,631 +508	+7%	+$24.3K	0.34%	51
2025 Q4	$338K	Hold	7,123	–	–	0.3%	55
2025 Q3	$330K	Hold	7,123	–	–	0.3%	52
2025 Q2	$319K	Hold	7,123	–	–	0.31%	52
2025 Q1	$301K	Sell	7,123 -209	-3%	-$9.08K	0.33%	48
2024 Q4	$317K	Buy	+7,332	New	+$315K	0.35%	45

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 Solutions LLC's FMAR Position: Q2 2026 in Review

Legacy Solutions LLC held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 7,631 shares worth $399K. The position accounts for 0.32% of the portfolio, ranked #51.

Legacy Solutions LLC first reported a position in FMAR in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Legacy Solutions LLC held 7,631 shares of FT Vest US Equity Buffer ETF March worth $399K as of Q2 2026.
Legacy Solutions LLC left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.32% of Legacy Solutions LLC's portfolio in Q2 2026, its #51 holding.
Legacy Solutions LLC first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.