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

IFP 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 Q2	$313K	Sell	9,180 -2,035	-18%	-$69.1K	0.01%	1266
2026 Q1	$375K	Hold	11,215	–	–	0.01%	1086
2025 Q4	$371K	Buy	11,215 +2,850	+34%	+$93.4K	0.01%	1060
2025 Q3	$273K	Sell	8,365 -28,736	-77%	-$929K	0.01%	1142
2025 Q2	$1.19M	Sell	37,101 -4,718	-11%	-$149K	0.03%	525
2025 Q1	$1.31M	Sell	41,819 -7,652	-15%	-$238K	0.04%	476
2024 Q4	$1.53M	Hold	49,471	–	–	0.05%	414
2024 Q3	$1.51M	Hold	49,471	–	–	0.05%	373
2024 Q2	$1.47M	Buy	+49,471	New	+$1.45M	0.06%	338

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

IFP Advisors's MARM Position: Q2 2026 in Review

IFP Advisors reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 18% in Q2 2026, selling an estimated $69.1K and leaving 9,180 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1266.

IFP Advisors first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

IFP Advisors held 9,180 shares of FT Vest US Equity Max Buffer ETF March worth $313K as of Q2 2026.
IFP Advisors sold 2,035 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $69.1K.
FT Vest US Equity Max Buffer ETF March made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1266 holding.
IFP Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $1.53M in Q4 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.