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Principal Securities’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Principal Securities’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 		$366K Buy
7,543
+75
+1% +$3.59K 0.01% 1115
2025
Q4 		$354K Hold
7,468
– – 0.01% 1065
2025
Q3 		$346K Hold
7,468
– – 0.01% 1065
2025
Q2 		$335K Sell
7,468
-400
-5% -$17.1K 0.01% 1024
2025
Q1 		$340K Hold
7,868
– – 0.01% 923
2024
Q4 		$340K Hold
7,868
– – 0.01% 917
2024
Q3 		$333K Hold
7,868
– – 0.01% 894
2024
Q2 		$319K Buy
7,868
+2,917
+59% +$115K 0.01% 855
2024
Q1 		$194K Buy
+4,951
New +$190K 0.01% 1026

Other funds holding FMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
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