World Equity Group’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

World Equity Group’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	–	Sell	-11,789	Closed	-$572K	–	405
2026 Q1	$572K	Buy	+11,789	New	+$565K	0.15%	174
2025 Q1	–	Sell	-8,907	Closed	-$385K	–	319
2024 Q4	$385K	Buy	+8,907	New	+$383K	0.08%	230
2023 Q4	–	Sell	-10,607	Closed	-$373K	–	342
2023 Q3	$373K	Hold	10,607	–	–	0.08%	236
2023 Q2	$378K	Buy	+10,607	New	+$364K	0.11%	221
2023 Q1	–	Sell	-11,591	Closed	-$363K	–	534
2022 Q4	$363K	Sell	11,591 -306	-3%	-$9.49K	0.09%	224
2022 Q3	$349K	Buy	11,897 +2,531	+27%	+$79.3K	0.09%	215
2022 Q2	$282K	Sell	9,366 -1,000	-10%	-$31.8K	0.07%	261
2022 Q1	$351K	Buy	+10,366	New	+$340K	0.08%	257

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

World Equity Group's FMAR Position: Q2 2026 in Review

World Equity Group sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026, closing a stake of 11,789 shares — an estimated $572K sold.

World Equity Group first reported a position in FMAR in Q1 2022 and held it in 8 quarters. The position peaked at $572K in Q1 2026. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

World Equity Group reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2026 after selling out during the quarter.
World Equity Group sold 11,789 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $572K.
World Equity Group first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and held it in 8 quarters.
World Equity Group's FT Vest US Equity Buffer ETF March position peaked at $572K in Q1 2026.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.