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

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 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

MBL Wealth's FMAR Position: Q4 2025 in Review

MBL Wealth sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q4 2025, closing a stake of 41,595 shares — an estimated $1.93M sold.

MBL Wealth first reported a position in FMAR in Q1 2024 and held it in 7 quarters. The position peaked at $3.73M in Q3 2024. 115 funds tracked by Wall St. Rank hold FMAR as of Q4 2025.

MBL Wealth reported no remaining FT Vest US Equity Buffer ETF March position as of Q4 2025 after selling out during the quarter.
MBL Wealth sold 41,595 FT Vest US Equity Buffer ETF March shares in Q4 2025, an estimated $1.93M.
MBL Wealth first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and held it in 7 quarters.
MBL Wealth's FT Vest US Equity Buffer ETF March position peaked at $3.73M in Q3 2024.
115 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2025.

Based on MBL Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.