Capital Analysts LLC’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Capital Analysts LLC’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
2026 Q2	$41K	Hold	1,210	–	–	﹤0.01%	1037
2026 Q1	$41K	Hold	1,210	–	–	﹤0.01%	981
2025 Q4	$40K	Hold	1,210	–	–	﹤0.01%	964
2025 Q3	$39K	Sell	1,210 -519	-30%	-$16.8K	﹤0.01%	935
2025 Q2	$56K	Hold	1,729	–	–	﹤0.01%	788
2025 Q1	$54K	Buy	1,729 +519	+43%	+$16.2K	﹤0.01%	770
2024 Q4	$37K	Hold	1,210	–	–	﹤0.01%	815
2024 Q3	$37K	Sell	1,210 -675	-36%	-$20.3K	﹤0.01%	787
2024 Q2	$56K	Buy	+1,885	New	+$55.1K	﹤0.01%	687

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

BCM

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

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

KAS

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Analysts LLC's MARM Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 1,210 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Capital Analysts LLC first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $56K in Q2 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Capital Analysts LLC held 1,210 shares of FT Vest US Equity Max Buffer ETF March worth $41K as of Q2 2026.
Capital Analysts LLC left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1037 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Capital Analysts LLC's FT Vest US Equity Max Buffer ETF March position peaked at $56K in Q2 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.