Smith, Moore & Co’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Smith, Moore & Co’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
2025 Q3	–	Sell	-6,801	Closed	-$218K	–	548
2025 Q2	$218K	Sell	6,801 -1,105	-14%	-$34.9K	0.02%	467
2025 Q1	$248K	Sell	7,906 -100	-1%	-$3.12K	0.02%	416
2024 Q4	$247K	Sell	8,006 -300	-4%	-$9.22K	0.02%	408
2024 Q3	$253K	Hold	8,306	–	–	0.02%	395
2024 Q2	$247K	Buy	+8,306	New	+$243K	0.03%	385

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Smith, Moore & Co's MARM Position: Q3 2025 in Review

Smith, Moore & Co sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2025, closing a stake of 6,801 shares — an estimated $218K sold.

Smith, Moore & Co first reported a position in MARM in Q2 2024 and held it in 5 quarters. The position peaked at $253K in Q3 2024. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

Smith, Moore & Co reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2025 after selling out during the quarter.
Smith, Moore & Co sold 6,801 FT Vest US Equity Max Buffer ETF March shares in Q3 2025, an estimated $218K.
Smith, Moore & Co first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 5 quarters.
Smith, Moore & Co's FT Vest US Equity Max Buffer ETF March position peaked at $253K in Q3 2024.
78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.