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WT Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

WT Wealth 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
Q3 		– Sell
-167,125
Closed -$4.97M – 141
2024
Q2 		$4.97M Buy
+167,125
New +$4.89M 1.7% 17

Other funds holding MARM

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $429M AUM 26.55% 1-Year Est. Return

WT Wealth Management's MARM Position: Q3 2024 in Review

WT Wealth Management sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2024, closing a stake of 167,125 shares — an estimated $4.97M sold.

WT Wealth Management first reported a position in MARM in Q2 2024 and held it in 1 quarter. The position peaked at $4.97M in Q2 2024. 86 funds tracked by Wall St. Rank hold MARM as of Q3 2024.

  • WT Wealth Management reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • WT Wealth Management sold 167,125 FT Vest US Equity Max Buffer ETF March shares in Q3 2024, an estimated $4.97M.
  • WT Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • WT Wealth Management's FT Vest US Equity Max Buffer ETF March position peaked at $4.97M in Q2 2024.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2024.

Based on WT Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.