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	$395	Buy	+13,263	New	+$388K	0.03%	298

Other funds holding MARM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return