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
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 $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 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

Schulz Wealth's FMAR Position: Q4 2025 in Review

Schulz Wealth held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q4 2025 at 38,105 shares worth $1.81M. The position accounts for 1.16% of the portfolio, ranked #20.

Schulz Wealth first reported a position in FMAR in Q4 2023 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold FMAR as of Q4 2025.

Schulz Wealth held 38,105 shares of FT Vest US Equity Buffer ETF March worth $1.81M as of Q4 2025.
Schulz Wealth left its FT Vest US Equity Buffer ETF March share count unchanged in Q4 2025.
FT Vest US Equity Buffer ETF March made up 1.16% of Schulz Wealth's portfolio in Q4 2025, its #20 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF March in Q4 2023 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.