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 Q2	$1.93M	Buy	56,540 +735	+1%	+$25K	0.01%	1241
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

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

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

NewEdge Advisors's MARM Position: Q2 2026 in Review

NewEdge Advisors increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 1.3% in Q2 2026, buying an estimated $25K and bringing the position to 56,540 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1241.

NewEdge Advisors first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q4 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

NewEdge Advisors held 56,540 shares of FT Vest US Equity Max Buffer ETF March worth $1.93M as of Q2 2026.
NewEdge Advisors bought 735 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $25K.
FT Vest US Equity Max Buffer ETF March made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1241 holding.
NewEdge 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.
NewEdge Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $1.99M in Q4 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.