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

LM 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
Q1 		$12.7K Sell
614
-211
-26% -$10.1K 0.2% 86
2025
Q4 		$17.4K Sell
825
-15,488
-95% -$725K 0.31% 66
2025
Q3 		$757K Hold
16,313
– – 0.11% 108
2025
Q2 		$731K Hold
16,313
– – 0.09% 102
2025
Q1 		$688K Buy
16,313
+2,000
+14% +$86.8K 0.12% 131
2024
Q4 		$619K Buy
14,313
+998
+7% +$42.9K 0.11% 121
2024
Q3 		$563K Buy
13,315
+740
+6% +$30.4K 0.11% 112
2024
Q2 		$510K Buy
+12,575
New +$495K ﹤0.01% 129
2024
Q1 		– Sell
-1,600
Closed -$60.4K – 393
2023
Q4 		$60.4K Buy
+1,600
New +$58K 0.01% 301

Other funds holding FMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return