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Concourse Financial Group Securities’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-170
Closed -$5.3K – 2184
2024
Q4 		$5.3K Hold
170
– – ﹤0.01% 1869
2024
Q3 		$5.18K Sell
170
-170
-50% -$5.1K ﹤0.01% 1853
2024
Q2 		$10.1K Buy
+340
New +$9.94K ﹤0.01% 1685

Other funds holding MARM

IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Concourse Financial Group Securities's MARM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q1 2025, closing a stake of 170 shares — an estimated $5.3K sold.

Concourse Financial Group Securities first reported a position in MARM in Q2 2024 and held it in 3 quarters. The position peaked at $10.1K in Q2 2024. 78 funds tracked by Wall St. Rank hold MARM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 170 FT Vest US Equity Max Buffer ETF March shares in Q1 2025, an estimated $5.3K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Max Buffer ETF March position peaked at $10.1K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.