LPL Financial
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LPL Financial’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

LPL Financial’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 		$10.5M Sell
201,791
-5,576
-3% -$286K ﹤0.01% 2090
2026
Q1 		$10.1M Buy
207,367
+88,586
+75% +$4.24M ﹤0.01% 1993
2025
Q4 		$5.64M Buy
118,781
+5,027
+4% +$235K ﹤0.01% 2431
2025
Q3 		$5.28M Buy
113,754
+17,464
+18% +$797K ﹤0.01% 2416
2025
Q2 		$4.32M Buy
96,290
+30,452
+46% +$1.3M ﹤0.01% 2436
2025
Q1 		$2.78M Buy
65,838
+2,477
+4% +$108K ﹤0.01% 2652
2024
Q4 		$2.74M Sell
63,361
-1,677
-3% -$72K ﹤0.01% 2580
2024
Q3 		$2.75M Buy
65,038
+4,643
+8% +$191K ﹤0.01% 2439
2024
Q2 		$2.45M Buy
60,395
+8,345
+16% +$329K ﹤0.01% 2427
2024
Q1 		$2.04M Buy
52,050
+8,452
+19% +$324K ﹤0.01% 2526
2023
Q4 		$1.65M Buy
43,598
+2,470
+6% +$89.5K ﹤0.01% 2601
2023
Q3 		$1.45M Buy
41,128
+15,535
+61% +$556K ﹤0.01% 2587
2023
Q2 		$912K Buy
25,593
+4,571
+22% +$157K ﹤0.01% 2905
2023
Q1 		$707K Buy
21,022
+2,824
+16% +$91.9K ﹤0.01% 3047
2022
Q4 		$571K Buy
+18,198
New +$564K ﹤0.01% 3132

Other funds holding FMAR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial's FMAR Position: Q2 2026 in Review

LPL Financial reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 2.7% in Q2 2026, selling an estimated $286K and leaving 201,791 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

LPL Financial first reported a position in FMAR in Q4 2022 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

  • LPL Financial held 201,791 shares of FT Vest US Equity Buffer ETF March worth $10.5M as of Q2 2026.
  • LPL Financial sold 5,576 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $286K.
  • FT Vest US Equity Buffer ETF March made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2090 holding.
  • LPL Financial first reported a position in FT Vest US Equity Buffer ETF March in Q4 2022 and has held it in 15 quarters since.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.