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 Q2	$1.14M	Hold	21,832	–	–	0.3%	88
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

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

Paragon Private Wealth Management's FMAR Position: Q2 2026 in Review

Paragon Private Wealth Management held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 21,832 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #88.

Paragon Private Wealth Management first reported a position in FMAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Paragon Private Wealth Management held 21,832 shares of FT Vest US Equity Buffer ETF March worth $1.14M as of Q2 2026.
Paragon Private Wealth Management left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.3% of Paragon Private Wealth Management's portfolio in Q2 2026, its #88 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 18 quarters since.
Paragon Private Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $1.39M in Q4 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.