LCWP
MARM icon

Legacy Capital Wealth Partners’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Legacy Capital Wealth Partners’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
2025
Q1 		– Sell
-8,241
Closed -$254K – 376
2024
Q4 		$254K Hold
8,241
– – 0.06% 298
2024
Q3 		$251K Hold
8,241
– – 0.05% 302
2024
Q2 		$245K Buy
+8,241
New +$241K 0.06% 266

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Legacy Capital Wealth Partners's MARM Position: Q1 2025 in Review

Legacy Capital Wealth Partners sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q1 2025, closing a stake of 8,241 shares — an estimated $254K sold.

Legacy Capital Wealth Partners first reported a position in MARM in Q2 2024 and held it in 3 quarters. The position peaked at $254K in Q4 2024. 78 funds tracked by Wall St. Rank hold MARM as of Q1 2025.

  • Legacy Capital Wealth Partners reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 8,241 FT Vest US Equity Max Buffer ETF March shares in Q1 2025, an estimated $254K.
  • Legacy Capital Wealth Partners first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's FT Vest US Equity Max Buffer ETF March position peaked at $254K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.