Rockefeller Capital Management
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Rockefeller Capital Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Rockefeller Capital 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 		$9.99M Buy
206,118
+101,330
+97% +$4.85M 0.02% 681
2025
Q4 		$4.97M Buy
104,788
+81,515
+350% +$3.81M 0.01% 882
2025
Q3 		$1.08M Sell
23,273
-80
-0.3% -$3.65K ﹤0.01% 1391
2025
Q2 		$1.05M Sell
23,353
-342
-1% -$14.6K ﹤0.01% 1307
2025
Q1 		$1,000K Buy
23,695
+177
+0.8% +$7.69K ﹤0.01% 1262
2024
Q4 		$1.02M Sell
23,518
-5,491
-19% -$236K ﹤0.01% 1242
2024
Q3 		$1.23M Sell
29,009
-200
-0.7% -$8.22K ﹤0.01% 1157
2024
Q2 		$1.19M Buy
29,209
+4,012
+16% +$158K ﹤0.01% 1154
2024
Q1 		$989K Buy
25,197
+4,760
+23% +$183K ﹤0.01% 1264
2023
Q4 		$772K Sell
20,437
-115
-0.6% -$4.17K ﹤0.01% 1231
2023
Q3 		$723K Hold
20,552
– – ﹤0.01% 1198
2023
Q2 		$732K Sell
20,552
-3,000
-13% -$103K ﹤0.01% 1201
2023
Q1 		$791K Buy
23,552
+4,752
+25% +$155K ﹤0.01% 1162
2022
Q4 		$589K Hold
18,800
– – ﹤0.01% 1212
2022
Q3 		$552K Sell
18,800
-14,200
-43% -$445K ﹤0.01% 1228
2022
Q2 		$994K Buy
33,000
+7,800
+31% +$248K 0.01% 997
2022
Q1 		$853K Buy
+25,200
New +$827K ﹤0.01% 1109

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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Rockefeller Capital Management's FMAR Position: Q1 2026 in Review

Rockefeller Capital Management increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 97% in Q1 2026, buying an estimated $4.85M and bringing the position to 206,118 shares worth $9.99M. The position accounts for 0.02% of the portfolio, ranked #681.

Rockefeller Capital Management first reported a position in FMAR in Q1 2022 and has held it in 17 quarters since. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • Rockefeller Capital Management held 206,118 shares of FT Vest US Equity Buffer ETF March worth $9.99M as of Q1 2026.
  • Rockefeller Capital Management bought 101,330 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $4.85M.
  • FT Vest US Equity Buffer ETF March made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #681 holding.
  • Rockefeller Capital Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 17 quarters since.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.