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 Q3	$280K	Hold	8,097	–	–	0.02%	503
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 $769M AUM 18.29% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants's MARM Position: Q3 2026 in Review

First Heartland Consultants held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q3 2026 at 8,097 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #503.

First Heartland Consultants first reported a position in MARM in Q2 2024 and has held it in 10 quarters since. The position peaked at $395K in Q2 2024. 9 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

First Heartland Consultants held 8,097 shares of FT Vest US Equity Max Buffer ETF March worth $280K as of Q3 2026.
First Heartland Consultants left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q3 2026.
FT Vest US Equity Max Buffer ETF March made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #503 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 10 quarters since.
First Heartland Consultants's FT Vest US Equity Max Buffer ETF March position peaked at $395K in Q2 2024.
9 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.