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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
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

IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
Mariner
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