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

NewEdge 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 Q2	$884K	Sell	16,917 -1,540	-8%	-$79.1K	﹤0.01%	1743
2026 Q1	$895K	Sell	18,457 -824	-4%	-$39.5K	﹤0.01%	1565
2025 Q4	$915K	Sell	19,281 -9,810	-34%	-$459K	﹤0.01%	1547
2025 Q3	$1.35M	Sell	29,091 -59,063	-67%	-$2.69M	0.01%	1227
2025 Q2	$3.95M	Sell	88,154 -3,216	-4%	-$137K	0.02%	655
2025 Q1	$3.86M	Sell	91,370 -2,202	-2%	-$95.6K	0.02%	592
2024 Q4	$4.05M	Sell	93,572 -8,725	-9%	-$375K	0.02%	573
2024 Q3	$4.32M	Sell	102,297 -13,725	-12%	-$564K	0.03%	530
2024 Q2	$4.71M	Buy	116,022 +2,778	+2%	+$109K	0.03%	466
2024 Q1	$4.44M	Buy	113,244 +5,167	+5%	+$198K	0.04%	423
2023 Q4	$4.12M	Sell	108,077 -1,588	-1%	-$57.6K	0.04%	415
2023 Q3	$3.86M	Buy	109,665 +5,988	+6%	+$214K	0.04%	386
2023 Q2	$3.69M	Buy	103,677 +45	+0%	+$1.54K	0.04%	397
2023 Q1	$3.48M	Buy	+103,632	New	+$3.37M	0.04%	383

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

NewEdge Advisors's FMAR Position: Q2 2026 in Review

NewEdge Advisors reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 8.3% in Q2 2026, selling an estimated $79.1K and leaving 16,917 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

NewEdge Advisors first reported a position in FMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.71M in Q2 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

NewEdge Advisors held 16,917 shares of FT Vest US Equity Buffer ETF March worth $884K as of Q2 2026.
NewEdge Advisors sold 1,540 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $79.1K.
FT Vest US Equity Buffer ETF March made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1743 holding.
NewEdge Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
NewEdge Advisors's FT Vest US Equity Buffer ETF March position peaked at $4.71M in Q2 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.