Stephens Inc’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Stephens Inc’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	$4.7M	Sell	90,007 -2,160	-2%	-$111K	0.05%	320
2026 Q1	$4.47M	Sell	92,167 -143,315	-61%	-$6.86M	0.06%	312
2025 Q4	$11.2M	Sell	235,482 -88,894	-27%	-$4.16M	0.14%	154
2025 Q3	$15M	Sell	324,376 -3,638	-1%	-$166K	0.19%	116
2025 Q2	$14.7M	Buy	328,014 +192,149	+141%	+$8.2M	0.2%	114
2025 Q1	$5.73M	Buy	135,865 +16,225	+14%	+$705K	0.08%	250
2024 Q4	$5.18M	Sell	119,640 -404	-0.3%	-$17.4K	0.07%	263
2024 Q3	$5.07M	Sell	120,044 -353	-0.3%	-$14.5K	0.07%	268
2024 Q2	$4.89M	Buy	120,397 +69,541	+137%	+$2.74M	0.07%	263
2024 Q1	$2M	Buy	+50,856	New	+$1.95M	0.03%	422
2022 Q4	–	Sell	-43,446	Closed	-$1.28M	–	1196
2022 Q3	$1.28M	Sell	43,446 -26,740	-38%	-$838K	0.03%	467
2022 Q2	$2.12M	Buy	+70,186	New	+$2.23M	0.04%	365

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

Stephens Inc's FMAR Position: Q2 2026 in Review

Stephens Inc reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 2.3% in Q2 2026, selling an estimated $111K and leaving 90,007 shares worth $4.7M. The position accounts for 0.05% of the portfolio, ranked #320.

Stephens Inc first reported a position in FMAR in Q2 2022 and has held it in 12 quarters since. The position peaked at $15M in Q3 2025. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Stephens Inc held 90,007 shares of FT Vest US Equity Buffer ETF March worth $4.7M as of Q2 2026.
Stephens Inc sold 2,160 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $111K.
FT Vest US Equity Buffer ETF March made up 0.05% of Stephens Inc's portfolio in Q2 2026, its #320 holding.
Stephens Inc first reported a position in FT Vest US Equity Buffer ETF March in Q2 2022 and has held it in 12 quarters since.
Stephens Inc's FT Vest US Equity Buffer ETF March position peaked at $15M in Q3 2025.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.