Sloy Dahl & Holst’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Sloy Dahl & Holst’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	$1.72M	Hold	33,000	–	–	0.21%	31
2026 Q1	$1.6M	Hold	33,000	–	–	0.22%	30
2025 Q4	$1.57M	Hold	33,000	–	–	0.19%	35
2025 Q3	$1.53M	Hold	33,000	–	–	0.16%	31
2025 Q2	$1.48M	Hold	33,000	–	–	0.21%	28
2025 Q1	$1.39M	Hold	33,000	–	–	0.24%	27
2024 Q4	$1.43M	Hold	33,000	–	–	0.18%	28
2024 Q3	$1.39M	Sell	33,000 -675	-2%	-$27.7K	0.24%	26
2024 Q2	$1.37M	Hold	33,675	–	–	0.29%	22
2024 Q1	$1.32M	Hold	33,675	–	–	0.31%	23
2023 Q4	$1.27M	Sell	33,675 -600	-2%	-$21.8K	0.26%	24
2023 Q3	$1.21M	Hold	34,275	–	–	0.26%	19
2023 Q2	$1.22M	Hold	34,275	–	–	0.22%	23
2023 Q1	$1.15M	Hold	34,275	–	–	0.26%	22
2022 Q4	$1.07M	Hold	34,275	–	–	0.38%	22
2022 Q3	$1.01M	Hold	34,275	–	–	0.21%	29
2022 Q2	$1.03M	Hold	34,275	–	–	0.25%	28
2022 Q1	$1.16M	Buy	34,275 +6,875	+25%	+$226K	0.19%	24
2021 Q4	$871K	Hold	27,400	–	–	0.19%	35
2021 Q3	$871K	Hold	27,400	–	–	0.19%	35
2021 Q2	$867K	Hold	27,400	–	–	0.12%	34
2021 Q1	$824K	Buy	+27,400	New	+$818K	0.12%	35

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

Sloy Dahl & Holst's FMAR Position: Q2 2026 in Review

Sloy Dahl & Holst held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 33,000 shares worth $1.72M. The position accounts for 0.21% of the portfolio, ranked #31.

Sloy Dahl & Holst first reported a position in FMAR in Q1 2021 and has held it in 22 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Sloy Dahl & Holst held 33,000 shares of FT Vest US Equity Buffer ETF March worth $1.72M as of Q2 2026.
Sloy Dahl & Holst left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.21% of Sloy Dahl & Holst's portfolio in Q2 2026, its #31 holding.
Sloy Dahl & Holst first reported a position in FT Vest US Equity Buffer ETF March in Q1 2021 and has held it in 22 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.