McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

McKinley Carter Wealth Services’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	$1.43M	Buy	29,527 +2,800	+10%	+$134K	0.08%	146
2025 Q4	$1.27M	Hold	26,727	–	–	0.07%	157
2025 Q3	$1.24M	Hold	26,727	–	–	0.07%	158
2025 Q2	$1.2M	Hold	26,727	–	–	0.07%	153
2025 Q1	$1.13M	Buy	26,727 +1,636	+7%	+$71K	0.07%	150
2024 Q4	$1.09M	Hold	25,091	–	–	0.07%	149
2024 Q3	$1.06M	Buy	25,091 +2,445	+11%	+$100K	0.06%	156
2024 Q2	$919K	Buy	22,646 +925	+4%	+$36.4K	0.06%	163
2024 Q1	$852K	Hold	21,721	–	–	0.06%	164
2023 Q4	$820K	Buy	21,721 +1,423	+7%	+$51.6K	0.06%	160
2023 Q3	$714K	Hold	20,298	–	–	0.06%	170
2023 Q2	$723K	Buy	20,298 +3,708	+22%	+$127K	0.05%	174
2023 Q1	$558K	Buy	16,590 +490	+3%	+$15.9K	0.04%	194
2022 Q4	$505K	Hold	16,100	–	–	0.04%	202
2022 Q3	$473K	Hold	16,100	–	–	0.04%	188
2022 Q2	$485K	Buy	+16,100	New	+$512K	0.04%	200

Other funds holding FMAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

McKinley Carter Wealth Services's FMAR Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 10% in Q1 2026, buying an estimated $134K and bringing the position to 29,527 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #146.

McKinley Carter Wealth Services first reported a position in FMAR in Q2 2022 and has held it in 16 quarters since. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

McKinley Carter Wealth Services held 29,527 shares of FT Vest US Equity Buffer ETF March worth $1.43M as of Q1 2026.
McKinley Carter Wealth Services bought 2,800 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $134K.
FT Vest US Equity Buffer ETF March made up 0.08% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #146 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF March in Q2 2022 and has held it in 16 quarters since.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.