First Heartland Consultants’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

First Heartland Consultants’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	$276K	Hold	8,097	–	–	0.02%	495
2026 Q1	$271K	Sell	8,097 -437	-5%	-$14.5K	0.02%	436
2025 Q4	$282K	Hold	8,534	–	–	0.02%	438
2025 Q3	$278K	Sell	8,534 -1,771	-17%	-$57.3K	0.02%	420
2025 Q2	$331K	Sell	10,305 -1,000	-9%	-$31.6K	0.03%	364
2025 Q1	$355K	Hold	11,305	–	–	0.04%	309
2024 Q4	$349K	Sell	11,305 -1,110	-9%	-$34.1K	0.04%	311
2024 Q3	$378K	Sell	12,415 -848	-6%	-$25.4K	0.04%	294
2024 Q2	$395K	Buy	+13,263	New	+$388K	0.03%	298

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

First Heartland Consultants's MARM Position: Q2 2026 in Review

First Heartland Consultants held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 8,097 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #495.

First Heartland Consultants first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $395K in Q2 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

First Heartland Consultants held 8,097 shares of FT Vest US Equity Max Buffer ETF March worth $276K as of Q2 2026.
First Heartland Consultants 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 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #495 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
First Heartland Consultants's FT Vest US Equity Max Buffer ETF March position peaked at $395K in Q2 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.