Precedent Wealth Partners’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$206K Hold
5,972
– – 0.03% 203
2026
Q2
$204K Buy
+5,972
New +$203K 0.03% 206
2026
Q1
– Sell
-99,809
Closed -$3.3M – 176
2025
Q4
$3.3M Sell
99,809
-913
-0.9% -$29.9K 0.69% 46
2025
Q3
$3.28M Hold
100,722
– – 0.72% 37
2025
Q2
$3.24M Buy
100,722
+34,782
+53% +$1.1M 0.79% 31
2025
Q1
$2.07M Buy
+65,940
New +$2.05M 0.57% 51

Other funds holding MARM

Precedent Wealth Partners's MARM Position: Q3 2026 in Review

Precedent Wealth Partners held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q3 2026 at 5,972 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #203.

Precedent Wealth Partners first reported a position in MARM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.3M in Q4 2025. 39 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

  • Precedent Wealth Partners held 5,972 shares of FT Vest US Equity Max Buffer ETF March worth $206K as of Q3 2026.
  • Precedent Wealth Partners left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q3 2026.
  • FT Vest US Equity Max Buffer ETF March made up 0.03% of Precedent Wealth Partners's portfolio in Q3 2026, its #203 holding.
  • Precedent Wealth Partners first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
  • Precedent Wealth Partners's FT Vest US Equity Max Buffer ETF March position peaked at $3.3M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.