MFG
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Merit Financial Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Merit Financial Group’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 		$276K Buy
8,073
+262
+3% +$8.9K ﹤0.01% 1861
2026
Q1 		$262K Hold
7,811
– – ﹤0.01% 1745
2025
Q4 		$258K Buy
+7,811
New +$256K ﹤0.01% 1652

Other funds holding MARM

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Merit Financial Group's MARM Position: Q2 2026 in Review

Merit Financial Group increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 3.4% in Q2 2026, buying an estimated $8.9K and bringing the position to 8,073 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Merit Financial Group first reported a position in MARM in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

  • Merit Financial Group held 8,073 shares of FT Vest US Equity Max Buffer ETF March worth $276K as of Q2 2026.
  • Merit Financial Group bought 262 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $8.9K.
  • FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1861 holding.
  • Merit Financial Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.