LPL Financial
MARM icon

LPL Financial’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

LPL Financial’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 		$1.43M Sell
42,854
-153
-0.4% -$5.08K ﹤0.01% 3821
2025
Q4 		$1.42M Sell
43,007
-10
-0% -$328 ﹤0.01% 3722
2025
Q3 		$1.4M Buy
43,017
+17,674
+70% +$572K ﹤0.01% 3659
2025
Q2 		$814K Buy
25,343
+1,901
+8% +$60K ﹤0.01% 3934
2025
Q1 		$735K Buy
23,442
+12,038
+106% +$375K ﹤0.01% 3806
2024
Q4 		$352K Sell
11,404
-61,780
-84% -$1.9M ﹤0.01% 4386
2024
Q3 		$2.23M Buy
+73,184
New +$2.2M ﹤0.01% 2622

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