BFWM
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Bright Futures Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Bright Futures Wealth Management’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
2024
Q4 		– Sell
-27,428
Closed -$838K – 245
2024
Q3 		$838K Sell
27,428
-1,617
-6% -$48.5K 0.4% 80
2024
Q2 		$862K Sell
29,045
-6,944
-19% -$203K 0.47% 63
2024
Q1 		$1.07M Buy
+35,989
New +$1.05M 0.58% 47

Other funds holding MARM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Bright Futures Wealth Management's MARM Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q4 2024, closing a stake of 27,428 shares — an estimated $838K sold.

Bright Futures Wealth Management first reported a position in MARM in Q1 2024 and held it in 3 quarters. The position peaked at $1.07M in Q1 2024. 79 funds tracked by Wall St. Rank hold MARM as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 27,428 FT Vest US Equity Max Buffer ETF March shares in Q4 2024, an estimated $838K.
  • Bright Futures Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's FT Vest US Equity Max Buffer ETF March position peaked at $1.07M in Q1 2024.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.