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Foundations Investment Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Foundations Investment 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
2024
Q4 		– Sell
-253,504
Closed -$7.72M – 898
2024
Q3 		$7.72M Sell
253,504
-5,754
-2% -$173K 0.16% 123
2024
Q2 		$7.71M Buy
+259,258
New +$7.58M 0.19% 102

Other funds holding MARM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Foundations Investment Advisors's MARM Position: Q4 2024 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q4 2024, closing a stake of 253,504 shares — an estimated $7.72M sold.

Foundations Investment Advisors first reported a position in MARM in Q2 2024 and held it in 2 quarters. The position peaked at $7.72M in Q3 2024. 80 funds tracked by Wall St. Rank hold MARM as of Q4 2024.

  • Foundations Investment Advisors reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 253,504 FT Vest US Equity Max Buffer ETF March shares in Q4 2024, an estimated $7.72M.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $7.72M in Q3 2024.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.