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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
Q2 		$948K Sell
29,523
-8,115
-22% -$276K 0.13% 85
2026
Q1 		$1.26M Sell
37,638
-1,893
-5% -$62.9K 0.13% 86
2025
Q4 		$1.31M Buy
+39,531
New +$1.3M 0.14% 83

Other funds holding MARM

IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Legacy Edge Advisors's MARM Position: Q2 2026 in Review

Legacy Edge Advisors reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 22% in Q2 2026, selling an estimated $276K and leaving 29,523 shares worth $948K. The position accounts for 0.13% of the portfolio, ranked #85.

Legacy Edge Advisors first reported a position in MARM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q4 2025. 53 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

  • Legacy Edge Advisors held 29,523 shares of FT Vest US Equity Max Buffer ETF March worth $948K as of Q2 2026.
  • Legacy Edge Advisors sold 8,115 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $276K.
  • FT Vest US Equity Max Buffer ETF March made up 0.13% of Legacy Edge Advisors's portfolio in Q2 2026, its #85 holding.
  • Legacy Edge Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $1.31M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.