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WealthTrust Asset Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

WealthTrust Asset Management’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
2024
Q4 		– Sell
-11,357
Closed -$346K – 103
2024
Q3 		$346K Hold
11,357
– – 0.26% 64
2024
Q2 		$338K Buy
+11,357
New +$332K 0.25% 61

Other funds holding MARM

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IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

WealthTrust Asset Management's MARM Position: Q4 2024 in Review

WealthTrust Asset Management sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q4 2024, closing a stake of 11,357 shares — an estimated $346K sold.

WealthTrust Asset Management first reported a position in MARM in Q2 2024 and held it in 2 quarters. The position peaked at $346K in Q3 2024. 79 funds tracked by Wall St. Rank hold MARM as of Q4 2024.

  • WealthTrust Asset Management reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • WealthTrust Asset Management sold 11,357 FT Vest US Equity Max Buffer ETF March shares in Q4 2024, an estimated $346K.
  • WealthTrust Asset Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 2 quarters.
  • WealthTrust Asset Management's FT Vest US Equity Max Buffer ETF March position peaked at $346K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q4 2024.

Based on WealthTrust Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.