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

Plotkin Financial 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	$302K	Sell	5,776 -92	-2%	-$4.72K	0.13%	87
2026 Q1	$285K	Buy	5,868 +6	+0.1%	+$287	0.14%	80
2025 Q4	$278K	Sell	5,862 -109	-2%	-$5.1K	0.14%	79
2025 Q3	$277K	Sell	5,971 -627	-10%	-$28.6K	0.14%	79
2025 Q2	$296K	Buy	6,598 +434	+7%	+$18.5K	0.16%	75
2025 Q1	$260K	Sell	6,164 -212	-3%	-$9.21K	0.16%	77
2024 Q4	$276K	Sell	6,376 -2,364	-27%	-$102K	0.16%	75
2024 Q3	$369K	Hold	8,740	–	–	0.22%	65
2024 Q2	$355K	Buy	8,740 +153	+2%	+$6.03K	0.23%	63
2024 Q1	$337K	Buy	8,587 +2,403	+39%	+$92.2K	0.22%	64
2023 Q4	$233K	Hold	6,184	–	–	0.18%	71
2023 Q3	$218K	Hold	6,184	–	–	0.19%	66
2023 Q2	$220K	Hold	6,184	–	–	0.18%	70
2023 Q1	$208K	Buy	+6,184	New	+$201K	0.19%	67
2022 Q3	–	Sell	-6,839	Closed	-$206K	–	69
2022 Q2	$206K	Hold	6,839	–	–	0.2%	64
2022 Q1	$232K	Hold	6,839	–	–	0.16%	69
2021 Q4	$227K	Sell	6,839 -205	-3%	-$6.7K	0.14%	78
2021 Q3	$224K	Sell	7,044 -240	-3%	-$7.69K	0.13%	84
2021 Q2	$231K	Buy	+7,284	New	+$226K	0.13%	87

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

Plotkin Financial Advisors's FMAR Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 1.6% in Q2 2026, selling an estimated $4.72K and leaving 5,776 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #87.

Plotkin Financial Advisors first reported a position in FMAR in Q2 2021 and has held it in 19 quarters since. The position peaked at $369K in Q3 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Plotkin Financial Advisors held 5,776 shares of FT Vest US Equity Buffer ETF March worth $302K as of Q2 2026.
Plotkin Financial Advisors sold 92 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $4.72K.
FT Vest US Equity Buffer ETF March made up 0.13% of Plotkin Financial Advisors's portfolio in Q2 2026, its #87 holding.
Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q2 2021 and has held it in 19 quarters since.
Plotkin Financial Advisors's FT Vest US Equity Buffer ETF March position peaked at $369K in Q3 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.