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Sunbelt Securities’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Sunbelt Securities’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
-750
Closed -$23.2K – 2881
2025
Q2 		$23.2K Hold
750
– – ﹤0.01% 1135
2025
Q1 		$23.5K Hold
750
– – ﹤0.01% 1084
2024
Q4 		$23.2K Hold
750
– – ﹤0.01% 1134
2024
Q3 		$22.8K Buy
750
+350
+88% +$10.5K ﹤0.01% 1144
2024
Q2 		$11.9K Buy
+400
New +$11.7K ﹤0.01% 1230

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
First Trust Advisors
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
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
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

Sunbelt Securities's MARM Position: Q3 2025 in Review

Sunbelt Securities sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2025, closing a stake of 750 shares — an estimated $23.2K sold.

Sunbelt Securities first reported a position in MARM in Q2 2024 and held it in 5 quarters. The position peaked at $23.5K in Q1 2025. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

  • Sunbelt Securities reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 750 FT Vest US Equity Max Buffer ETF March shares in Q3 2025, an estimated $23.2K.
  • Sunbelt Securities first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 5 quarters.
  • Sunbelt Securities's FT Vest US Equity Max Buffer ETF March position peaked at $23.5K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.