Schulz Wealth’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Schulz Wealth’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	$1.99M	Buy	+38,105	New	+$1.96M	1.03%	23
2025 Q4	$1.81M	Hold	38,105	–	–	1.16%	20
2025 Q3	$1.77M	Hold	38,105	–	–	1.17%	19
2025 Q2	$1.71M	Hold	38,105	–	–	1.28%	17
2025 Q1	$1.61M	Hold	38,105	–	–	1.23%	17
2024 Q4	$1.65M	Hold	38,105	–	–	1.27%	16
2024 Q3	$1.61M	Hold	38,105	–	–	1.25%	16
2024 Q2	$1.55M	Hold	38,105	–	–	1.31%	15
2024 Q1	$1.5M	Hold	38,105	–	–	1.28%	15
2023 Q4	$1.44M	Buy	+38,105	New	+$1.38M	1.38%	13

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

Schulz Wealth's FMAR Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026: 38,105 shares worth $1.99M. The stake represents 1.03% of the portfolio and ranks #23 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in FMAR as recently as Q4 2025.

Schulz Wealth first reported a position in FMAR in Q4 2023 and has held it in 10 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Schulz Wealth held 38,105 shares of FT Vest US Equity Buffer ETF March worth $1.99M as of Q2 2026.
FT Vest US Equity Buffer ETF March was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Buffer ETF March made up 1.03% of Schulz Wealth's portfolio in Q2 2026, its #23 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF March in Q4 2023 and has held it in 10 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.