Sowell Financial Services’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Sowell Financial Services’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	$323K	Sell	6,179 -293	-5%	-$15K	0.01%	842
2026 Q1	$314K	Sell	6,472 -386	-6%	-$18.5K	0.01%	820
2025 Q4	$326K	Sell	6,858 -1,132	-14%	-$53K	0.01%	805
2025 Q3	$371K	Sell	7,990 -1,594	-17%	-$72.7K	0.01%	742
2025 Q2	$430K	Sell	9,584 -1,303	-12%	-$55.6K	0.02%	657
2025 Q1	$459K	Sell	10,887 -9	-0.1%	-$391	0.02%	609
2024 Q4	$471K	Buy	+10,896	New	+$468K	0.02%	418

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Sowell Financial Services's FMAR Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 4.5% in Q2 2026, selling an estimated $15K and leaving 6,179 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #842.

Sowell Financial Services first reported a position in FMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q4 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Sowell Financial Services held 6,179 shares of FT Vest US Equity Buffer ETF March worth $323K as of Q2 2026.
Sowell Financial Services sold 293 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $15K.
FT Vest US Equity Buffer ETF March made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #842 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF March position peaked at $471K in Q4 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.