Atria Wealth Solutions’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Atria Wealth Solutions’s Portfolio MARM Stock Details MARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-48,721	Closed	-$1.53M	–	1948
2025 Q1	$1.53M	Sell	48,721 -13,467	-22%	-$420K	0.02%	733
2024 Q4	$1.92M	Sell	62,188 -10,758	-15%	-$331K	0.02%	657
2024 Q3	$2.22M	Sell	72,946 -13,700	-16%	-$411K	0.02%	593
2024 Q2	$2.58M	Buy	86,646 +76,374	+744%	+$2.23M	0.03%	548
2024 Q1	$300K	Buy	+10,272	New	+$299K	﹤0.01%	1558

Other funds holding MARM

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

Atria Wealth Solutions's MARM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q2 2025, closing a stake of 48,721 shares — an estimated $1.53M sold.

Atria Wealth Solutions first reported a position in MARM in Q1 2024 and held it in 5 quarters. The position peaked at $2.58M in Q2 2024. 82 funds tracked by Wall St. Rank hold MARM as of Q2 2025.

Atria Wealth Solutions reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 48,721 FT Vest US Equity Max Buffer ETF March shares in Q2 2025, an estimated $1.53M.
Atria Wealth Solutions first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2024 and held it in 5 quarters.
Atria Wealth Solutions's FT Vest US Equity Max Buffer ETF March position peaked at $2.58M in Q2 2024.
82 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.