Legacy Edge Advisors
MARM icon

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

Legacy Edge 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
Q3 		$1.19M Buy
34,346
+145
+0.4% +$4.98K 0.11% 98
2026
Q2 		$1.17M Sell
34,201
-3,437
-9% -$117K 0.11% 98
2026
Q1 		$1.26M Sell
37,638
-1,893
-5% -$62.9K 0.13% 86
2025
Q4 		$1.31M Buy
39,531
+1,348
+4% +$44.2K 0.14% 83
2025
Q3 		$1.24M Buy
38,183
+8,660
+29% +$280K 0.15% 83
2025
Q2 		$948K Buy
29,523
+2,384
+9% +$75.3K 0.13% 85
2025
Q1 		$851K Sell
27,139
-13,602
-33% -$424K 0.13% 81
2024
Q4 		$1.26M Sell
40,741
-644
-2% -$19.8K 0.2% 61
2024
Q3 		$1.26M Buy
41,385
+19,121
+86% +$574K 0.2% 63
2024
Q2 		$662K Buy
+22,264
New +$651K 0.12% 90

Other funds holding MARM

Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Legacy Edge Advisors's MARM Position: Q3 2026 in Review

Legacy Edge Advisors increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.42% in Q3 2026, buying an estimated $4.98K and bringing the position to 34,346 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #98.

Legacy Edge Advisors first reported a position in MARM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 49 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

  • Legacy Edge Advisors held 34,346 shares of FT Vest US Equity Max Buffer ETF March worth $1.19M as of Q3 2026.
  • Legacy Edge Advisors bought 145 FT Vest US Equity Max Buffer ETF March shares in Q3 2026, an estimated $4.98K.
  • FT Vest US Equity Max Buffer ETF March made up 0.11% of Legacy Edge Advisors's portfolio in Q3 2026, its #98 holding.
  • Legacy Edge Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 10 quarters since.
  • Legacy Edge Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $1.31M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.