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

Cooper Financial Group’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
Q3 		– Sell
-9,999
Closed -$321K – 421
2025
Q2 		$321K Sell
9,999
-2,755
-22% -$87K 0.04% 288
2025
Q1 		$400K Sell
12,754
-6,216
-33% -$194K 0.05% 266
2024
Q4 		$586K Buy
18,970
+7,362
+63% +$226K 0.07% 217
2024
Q3 		$353K Buy
+11,608
New +$348K 0.05% 287

Other funds holding MARM

IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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 $26.4B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Cooper Financial Group's MARM Position: Q3 2025 in Review

Cooper Financial Group sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2025, closing a stake of 9,999 shares — an estimated $321K sold.

Cooper Financial Group first reported a position in MARM in Q3 2024 and held it in 4 quarters. The position peaked at $586K in Q4 2024. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

  • Cooper Financial Group reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 9,999 FT Vest US Equity Max Buffer ETF March shares in Q3 2025, an estimated $321K.
  • Cooper Financial Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and held it in 4 quarters.
  • Cooper Financial Group's FT Vest US Equity Max Buffer ETF March position peaked at $586K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.