Gallagher Fiduciary Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Gallagher Fiduciary 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	$513K	Buy	15,310 +6,177	+68%	+$205K	0.02%	158
2025 Q4	$302K	Hold	9,133	–	–	0.01%	272
2025 Q3	$298K	Hold	9,133	–	–	0.01%	252
2025 Q2	$293K	Sell	9,133 -15,124	-62%	-$478K	0.01%	258
2025 Q1	$761K	Buy	24,257 +1,000	+4%	+$31.2K	0.03%	116
2024 Q4	$718K	Hold	23,257	–	–	0.14%	102
2024 Q3	$708K	Hold	23,257	–	–	0.14%	80
2024 Q2	$692K	Buy	+23,257	New	+$680K	0.16%	78

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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 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

Gallagher Fiduciary Advisors's MARM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 68% in Q1 2026, buying an estimated $205K and bringing the position to 15,310 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #158.

Gallagher Fiduciary Advisors first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $761K in Q1 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Gallagher Fiduciary Advisors held 15,310 shares of FT Vest US Equity Max Buffer ETF March worth $513K as of Q1 2026.
Gallagher Fiduciary Advisors bought 6,177 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $205K.
FT Vest US Equity Max Buffer ETF March made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #158 holding.
Gallagher Fiduciary 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.
Gallagher Fiduciary Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $761K in Q1 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.