MA
FMAR icon

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

Mutual 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 		$519K Buy
10,696
+4,484
+72% +$215K 0.01% 874
2025
Q4 		$295K Hold
6,212
– – 0.01% 1098
2025
Q3 		$290K Hold
6,212
– – 0.01% 1070
2025
Q2 		$282K Hold
6,212
– – 0.01% 990
2025
Q1 		$260K Buy
6,212
+498
+9% +$21.6K 0.01% 943
2024
Q4 		$249K Sell
5,714
-1,200
-17% -$51.5K 0.01% 948
2024
Q3 		$294K Hold
6,914
– – 0.01% 904
2024
Q2 		$281K Hold
6,914
– – 0.01% 913
2024
Q1 		$271K Buy
+6,914
New +$265K 0.01% 907
2022
Q2 		– Sell
-10,600
Closed -$359K – 877
2022
Q1 		$359K Buy
+10,600
New +$348K 0.02% 661

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