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

Raymond James 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	$213K	Sell	6,360 -437	-6%	-$14.5K	﹤0.01%	4854
2025 Q4	$225K	Buy	+6,797	New	+$223K	﹤0.01%	4738
2025 Q3	–	Sell	-2,213	Closed	-$71.1K	–	6874
2025 Q2	$71.1K	Buy	+2,213	New	+$69.9K	﹤0.01%	5027

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

Raymond James Financial's MARM Position: Q1 2026 in Review

Raymond James Financial reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 6.4% in Q1 2026, selling an estimated $14.5K and leaving 6,360 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #4854.

Raymond James Financial first reported a position in MARM in Q2 2025 and has held it in 3 quarters since. The position peaked at $225K in Q4 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Raymond James Financial held 6,360 shares of FT Vest US Equity Max Buffer ETF March worth $213K as of Q1 2026.
Raymond James Financial sold 437 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $14.5K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4854 holding.
Raymond James Financial first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 3 quarters since.
Raymond James Financial's FT Vest US Equity Max Buffer ETF March position peaked at $225K in Q4 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.