Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Steward Partners Investment Advisory’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	$298K	Sell	5,708 -102	-2%	-$5.24K	﹤0.01%	2008
2026 Q1	$282K	Hold	5,810	–	–	﹤0.01%	1832
2025 Q4	$276K	Sell	5,810 -1,031	-15%	-$48.3K	﹤0.01%	1757
2025 Q3	$317K	Sell	6,841 -342	-5%	-$15.6K	﹤0.01%	1626
2025 Q2	$322K	Buy	7,183 +2,544	+55%	+$109K	﹤0.01%	1524
2025 Q1	$196K	Sell	4,639 -282	-6%	-$12.2K	﹤0.01%	1658
2024 Q4	$213K	Sell	4,921 -501	-9%	-$21.5K	﹤0.01%	1575
2024 Q3	$229K	Sell	5,422 -89	-2%	-$3.66K	﹤0.01%	1461
2024 Q2	$224K	Hold	5,511	–	–	﹤0.01%	1391
2024 Q1	$216K	Sell	5,511 -5,904	-52%	-$226K	﹤0.01%	1398
2023 Q4	$431K	Sell	11,415 -300	-3%	-$10.9K	0.01%	1060
2023 Q3	$412K	Sell	11,715 -375	-3%	-$13.4K	0.01%	991
2023 Q2	$431K	Sell	12,090 -21,807	-64%	-$748K	0.01%	985
2023 Q1	$1.14M	Sell	33,897 -317	-0.9%	-$10.3K	0.02%	653
2022 Q4	$1.07M	Sell	34,214 -610	-2%	-$18.9K	0.02%	639
2022 Q3	$1.02M	Buy	34,824 +22,694	+187%	+$711K	0.02%	618
2022 Q2	$366K	Buy	12,130 +3,400	+39%	+$108K	0.01%	956
2022 Q1	$296K	Buy	+8,730	New	+$286K	﹤0.01%	1145

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

Steward Partners Investment Advisory's FMAR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 1.8% in Q2 2026, selling an estimated $5.24K and leaving 5,708 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Steward Partners Investment Advisory first reported a position in FMAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2023. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Steward Partners Investment Advisory held 5,708 shares of FT Vest US Equity Buffer ETF March worth $298K as of Q2 2026.
Steward Partners Investment Advisory sold 102 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $5.24K.
FT Vest US Equity Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2008 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and has held it in 18 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Buffer ETF March position peaked at $1.14M in Q1 2023.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.