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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
Q1 		$427K Buy
+8,825
New +$423K ﹤0.01% 1144

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

United Capital Financial Advisors's FMAR Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in FT Vest US Equity Buffer ETF March (FMAR) in Q1 2026: 8,825 shares worth $427K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings.

131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • United Capital Financial Advisors held 8,825 shares of FT Vest US Equity Buffer ETF March worth $427K as of Q1 2026.
  • FT Vest US Equity Buffer ETF March was a new United Capital Financial Advisors position in Q1 2026.
  • FT Vest US Equity Buffer ETF March made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1144 holding.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.