Paragon Private Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Paragon Private Wealth Management’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	$1.06M	Sell	21,832 -67	-0.3%	-$3.21K	0.33%	86
2025 Q4	$1.04M	Hold	21,899	–	–	0.32%	87
2025 Q3	$1.02M	Sell	21,899 -4,466	-17%	-$204K	0.33%	90
2025 Q2	$1.18M	Sell	26,365 -4,494	-15%	-$192K	0.47%	58
2025 Q1	$1.3M	Sell	30,859 -1,358	-4%	-$59K	0.6%	51
2024 Q4	$1.39M	Buy	32,217 +1,734	+6%	+$74.5K	0.64%	45
2024 Q3	$1.29M	Buy	30,483 +2,197	+8%	+$90.3K	0.64%	47
2024 Q2	$1.15M	Hold	28,286	–	–	0.65%	43
2024 Q1	$1.11M	Hold	28,286	–	–	0.66%	50
2023 Q4	$1.07M	Sell	28,286 -2,977	-10%	-$108K	0.74%	45
2023 Q3	$1.1M	Hold	31,263	–	–	0.91%	39
2023 Q2	$1.11M	Hold	31,263	–	–	0.89%	38
2023 Q1	$1.05M	Hold	31,263	–	–	0.89%	40
2022 Q4	$980K	Hold	31,263	–	–	0.88%	36
2022 Q3	$966K	Hold	31,263	–	–	0.94%	35
2022 Q2	$942K	Hold	31,263	–	–	1%	33
2022 Q1	$1M	Buy	+31,263	New	+$1.03M	0.98%	32

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

Paragon Private Wealth Management's FMAR Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 0.31% in Q1 2026, selling an estimated $3.21K and leaving 21,832 shares worth $1.06M. The position accounts for 0.33% of the portfolio, ranked #86.

Paragon Private Wealth Management first reported a position in FMAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q4 2024. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

Paragon Private Wealth Management held 21,832 shares of FT Vest US Equity Buffer ETF March worth $1.06M as of Q1 2026.
Paragon Private Wealth Management sold 67 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $3.21K.
FT Vest US Equity Buffer ETF March made up 0.33% of Paragon Private Wealth Management's portfolio in Q1 2026, its #86 holding.
Paragon Private Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 17 quarters since.
Paragon Private Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $1.39M in Q4 2024.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.