SPIA
FMAR icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Steward Partners Investment Advisory's FMAR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q1 2026 at 5,810 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Steward Partners Investment Advisory first reported a position in FMAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q1 2023. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • Steward Partners Investment Advisory held 5,810 shares of FT Vest US Equity Buffer ETF March worth $282K as of Q1 2026.
  • Steward Partners Investment Advisory left its FT Vest US Equity Buffer ETF March share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1832 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 17 quarters since.
  • Steward Partners Investment Advisory's FT Vest US Equity Buffer ETF March position peaked at $1.14M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.