UCFA
FMAR icon

United Capital Financial Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

United Capital Financial Advisors’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 		$512K Buy
9,794
+969
+11% +$49.8K ﹤0.01% 1104
2026
Q1 		$427K Buy
+8,825
New +$423K ﹤0.01% 1144

Other funds holding FMAR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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

United Capital Financial Advisors's FMAR Position: Q2 2026 in Review

United Capital Financial Advisors increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 11% in Q2 2026, buying an estimated $49.8K and bringing the position to 9,794 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

United Capital Financial Advisors first reported a position in FMAR in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

  • United Capital Financial Advisors held 9,794 shares of FT Vest US Equity Buffer ETF March worth $512K as of Q2 2026.
  • United Capital Financial Advisors bought 969 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $49.8K.
  • FT Vest US Equity Buffer ETF March made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1104 holding.
  • United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.