Lion Street Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Lion Street 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
2025 Q3	–	Sell	-9,237	Closed	-$414K	–	277
2025 Q2	$414K	Hold	9,237	–	–	0.13%	173
2025 Q1	$390K	Sell	9,237 -635	-6%	-$27.6K	0.12%	170
2024 Q4	$427K	Sell	9,872 -593	-6%	-$25.5K	0.14%	151
2024 Q3	$442K	Hold	10,465	–	–	0.15%	146
2024 Q2	$425K	Buy	10,465 +2,871	+38%	+$113K	0.16%	142
2024 Q1	$287K	Hold	7,594	–	–	0.12%	184
2023 Q4	$287K	Hold	7,594	–	–	0.12%	184
2023 Q3	$267K	Buy	+7,594	New	+$272K	0.09%	202
2023 Q2	–	Sell	-9,194	Closed	-$309K	–	255
2023 Q1	$309K	Buy	+9,194	New	+$299K	0.1%	175

Other funds holding FMAR

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Lion Street Advisors's FMAR Position: Q3 2025 in Review

Lion Street Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q3 2025, closing a stake of 9,237 shares — an estimated $414K sold.

Lion Street Advisors first reported a position in FMAR in Q1 2023 and held it in 9 quarters. The position peaked at $442K in Q3 2024. 114 funds tracked by Wall St. Rank hold FMAR as of Q3 2025.

Lion Street Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 9,237 FT Vest US Equity Buffer ETF March shares in Q3 2025, an estimated $414K.
Lion Street Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 9 quarters.
Lion Street Advisors's FT Vest US Equity Buffer ETF March position peaked at $442K in Q3 2024.
114 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.