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	$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 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

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 9.1% in Q2 2026, selling an estimated $117K and leaving 34,201 shares worth $1.17M. 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 9 quarters since. The position peaked at $1.31M in Q4 2025. 76 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Legacy Edge Advisors held 34,201 shares of FT Vest US Equity Max Buffer ETF March worth $1.17M as of Q2 2026.
Legacy Edge Advisors sold 3,437 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $117K.
FT Vest US Equity Max Buffer ETF March made up 0.11% of Legacy Edge Advisors's portfolio in Q2 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 9 quarters since.
Legacy Edge Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $1.31M in Q4 2025.
76 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.