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 Q2	$10.4M	Sell	199,742 -6,376	-3%	-$327K	0.02%	716
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

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Rockefeller Capital Management's FMAR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 3.1% in Q2 2026, selling an estimated $327K and leaving 199,742 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #716.

Rockefeller Capital Management first reported a position in FMAR in Q1 2022 and has held it in 18 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Rockefeller Capital Management held 199,742 shares of FT Vest US Equity Buffer ETF March worth $10.4M as of Q2 2026.
Rockefeller Capital Management sold 6,376 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $327K.
FT Vest US Equity Buffer ETF March made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #716 holding.
Rockefeller Capital Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 18 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.