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 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

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

Plotkin Financial Advisors's FMAR Position: Q1 2026 in Review

Plotkin Financial Advisors increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 0.1% in Q1 2026, buying an estimated $287 and bringing the position to 5,868 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #80.

Plotkin Financial Advisors first reported a position in FMAR in Q2 2021 and has held it in 18 quarters since. The position peaked at $369K in Q3 2024. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

Plotkin Financial Advisors held 5,868 shares of FT Vest US Equity Buffer ETF March worth $285K as of Q1 2026.
Plotkin Financial Advisors bought 6 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $287.
FT Vest US Equity Buffer ETF March made up 0.14% of Plotkin Financial Advisors's portfolio in Q1 2026, its #80 holding.
Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q2 2021 and has held it in 18 quarters since.
Plotkin Financial Advisors's FT Vest US Equity Buffer ETF March position peaked at $369K in Q3 2024.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.