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WESPAC Advisors SoCal’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

WESPAC Advisors SoCal’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
2025
Q2 		– Sell
-5,106
Closed -$215K – 106
2025
Q1 		$215K Sell
5,106
-48
-0.9% -$2.08K 0.06% 101
2024
Q4 		$223K Buy
+5,154
New +$221K 0.05% 97

Other funds holding FMAR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

WESPAC Advisors SoCal's FMAR Position: Q2 2025 in Review

WESPAC Advisors SoCal sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2025, closing a stake of 5,106 shares — an estimated $215K sold.

WESPAC Advisors SoCal first reported a position in FMAR in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 125 funds tracked by Wall St. Rank hold FMAR as of Q2 2025.

  • WESPAC Advisors SoCal reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 5,106 FT Vest US Equity Buffer ETF March shares in Q2 2025, an estimated $215K.
  • WESPAC Advisors SoCal first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and held it in 2 quarters.
  • WESPAC Advisors SoCal's FT Vest US Equity Buffer ETF March position peaked at $223K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2025, filed 30 Jul 2025.