Defined Financial Planning’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Defined Financial Planning’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	$1.14M	Buy	35,053 +9,363	+36%	+$303K	0.95%	22
2025 Q2	$826K	Buy	+25,690	New	+$811K	0.73%	26

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 $500M AUM 17.24% 1-Year Est. Return

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 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

Defined Financial Planning's MARM Position: Q3 2025 in Review

Defined Financial Planning increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 36% in Q3 2025, buying an estimated $303K and bringing the position to 35,053 shares worth $1.14M. The position accounts for 0.95% of the portfolio, ranked #22.

Defined Financial Planning first reported a position in MARM in Q2 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

Defined Financial Planning held 35,053 shares of FT Vest US Equity Max Buffer ETF March worth $1.14M as of Q3 2025.
Defined Financial Planning bought 9,363 FT Vest US Equity Max Buffer ETF March shares in Q3 2025, an estimated $303K.
FT Vest US Equity Max Buffer ETF March made up 0.95% of Defined Financial Planning's portfolio in Q3 2025, its #22 holding.
Defined Financial Planning first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 2 quarters since.
78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.