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MARM icon

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

NewEdge 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
Q1 		$1.87M Sell
55,805
-4,263
-7% -$142K 0.01% 1148
2025
Q4 		$1.99M Buy
60,068
+555
+0.9% +$18.2K 0.01% 1080
2025
Q3 		$1.94M Sell
59,513
-1,455
-2% -$47.1K 0.01% 1030
2025
Q2 		$1.96M Buy
60,968
+22,690
+59% +$716K 0.01% 947
2025
Q1 		$1.2M Buy
38,278
+4,925
+15% +$153K 0.01% 1092
2024
Q4 		$1.03M Buy
33,353
+8,043
+32% +$247K 0.01% 1148
2024
Q3 		$771K Buy
25,310
+2,177
+9% +$65.3K 0.01% 1226
2024
Q2 		$688K Buy
+23,133
New +$676K 0.01% 1240

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 $8.75B AUM 16.46% 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
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
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return