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DHJJ Financial Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

DHJJ Financial Advisors’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
Q1 		$239K Hold
7,147
– – 0.08% 173
2025
Q4 		$236K Hold
7,147
– – 0.08% 170
2025
Q3 		$233K Sell
7,147
-317
-4% -$10.3K 0.08% 163
2025
Q2 		$240K Hold
7,464
– – 0.09% 156
2025
Q1 		$234K Buy
7,464
+6,224
+502% +$194K 0.09% 147
2024
Q4 		$38.3K Hold
1,240
– – 0.01% 343
2024
Q3 		$37.8K Hold
1,240
– – 0.01% 345
2024
Q2 		$36.9K Buy
+1,240
New +$36.3K 0.02% 315

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

DHJJ Financial Advisors's MARM Position: Q1 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q1 2026 at 7,147 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #173.

DHJJ Financial Advisors first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $240K in Q2 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

  • DHJJ Financial Advisors held 7,147 shares of FT Vest US Equity Max Buffer ETF March worth $239K as of Q1 2026.
  • DHJJ Financial Advisors left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q1 2026.
  • FT Vest US Equity Max Buffer ETF March made up 0.08% of DHJJ Financial Advisors's portfolio in Q1 2026, its #173 holding.
  • DHJJ Financial Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
  • DHJJ Financial Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $240K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.