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MBL Wealth’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

MBL Wealth’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
Q4 		– Sell
-41,595
Closed -$1.93M – 298
2025
Q3 		$1.93M Sell
41,595
-5,615
-12% -$256K 0.17% 77
2025
Q2 		$2.12M Sell
47,210
-19,310
-29% -$824K 0.2% 74
2025
Q1 		$2.81M Sell
66,520
-12,411
-16% -$539K 0.28% 57
2024
Q4 		$3.42M Sell
78,931
-9,398
-11% -$404K 0.34% 53
2024
Q3 		$3.73M Sell
88,329
-536
-0.6% -$22K 0.4% 53
2024
Q2 		$3.61M Buy
88,865
+81,518
+1,110% +$3.21M 0.4% 52
2024
Q1 		$288K Buy
+7,347
New +$282K 0.03% 157

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Raymond James Financial
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SI
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OWA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 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