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Ftvestus MAX Buff ETF March (MARM)

CUSIP: 33740U612 | NYSE | 139 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFirst Trust Portfolios L.P.169,8115.5%New 5%+ stakeSep 30, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.169,811
5.5% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Ignite Planners, LLC272,071
1.2% of portfolio›$9.4M
Commonwealth Equity Services, LLC184,467
0.0% of portfolio›$6.4M
Brookstone Capital Management127,482
0.0% of portfolio›$4.4M
Kestra Advisory Services, LLC83,177
0.0% of portfolio›$2.9M
Truist Financial Corp39,405
0.0% of portfolio›$1.4M
Kingswood Wealth Advisors, LLC36,896
0.0% of portfolio›$1.3M
Madrona Financial Services, LLC34,757
0.2% of portfolio›$1.2M
Atria Investments, Inc32,869
0.0% of portfolio›$1.1M
Foguth Wealth Management, Llc.32,626
0.1% of portfolio›$1.1M
Triad Wealth Partners, LLC31,698
0.1% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.18,630
0.0% of portfolio›$644.0K
Uptick Partners, LLC18,356
0.1% of portfolio›$634.6K
Global Assets Advisory, LLC17,670
0.1% of portfolio›$612.4K
Triumph Capital Management15,249
0.1% of portfolio›$527.2K
Apollon Wealth Management, LLC14,489
0.0% of portfolio›$500.9K
Climber Capital SA13,798
0.3% of portfolio›$452.3K
Clear Creek Financial Management, LLC13,016
0.0% of portfolio›$450.0K
Syntegra Private Wealth Group, LLC11,953
0.0% of portfolio›$413.3K
Gerber Kawasaki Wealth & Investment Management9,450
0.0% of portfolio›$326.7K
Chris Bulman Inc9,369
0.1% of portfolio›$323.9K
Certified Advisory Corp8,168
0.0% of portfolio›$282.4K
StoneX Group Inc.8,123
0.0% of portfolio›$280.4K
First Heartland Consultants, Inc.8,097
0.0% of portfolio›$279.9K
Victory Financial Group, LLC7,973
0.0% of portfolio›$275.7K
Independent Financial Group, LLC7,826
0.0% of portfolio›$270.6K
MN Wealth Advisors, LLC7,633
0.1% of portfolio›$263.9K
Buck Wealth Strategies, LLC7,600
0.0% of portfolio›$262.8K
Wealth Enhancement Advisory Services, LLC7,493
0.0% of portfolio›$259.5K
Creative Planning7,242
0.0% of portfolio›$250.4K
Sage Capital Advisors,llc6,839
0.0% of portfolio›$236.5K
Dhjj Financial Advisors, Ltd.6,799
0.1% of portfolio›$235.1K
Koshinski Asset Management, Inc.6,750
0.0% of portfolio›$233.4K
LifeWealth Investments, LLC6,521
0.1% of portfolio›$225.5K
Precedent Wealth Partners, LLC5,972
0.0% of portfolio›$206.5K
Evolution Wealth Management Inc.5,449
0.1% of portfolio›$188.4K
IMG Wealth Management, Inc.2,946
0.1% of portfolio›$101.9K
IFP Advisors, Inc2,540
0.0% of portfolio›$87.8K
CoreCap Advisors, LLC900
0.0% of portfolio›$31.1K
Creative Financial Designs Inc295
0.0% of portfolio›$10.2K
Pinnacle Wealth Planning Services, Inc.42
0.0% of portfolio›$1.5K
SBI Securities Co., Ltd.4
0.0% of portfolio›$138
StyleTurnoverLocationFiled
Ignite Planners, LLC
272,071$9.4M1.2%CoreLowSan Clemente, CA2026-10-14
Commonwealth Equity Services, LLC
184,467$6.4M0.0%ETFLowWaltham, MA2026-11-02
Brookstone Capital Management
127,482$4.4M0.0%ETFMediumWheaton, IL2026-10-22
Kestra Advisory Services, LLC
83,177$2.9M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
39,405$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Kingswood Wealth Advisors, LLC
36,896$1.3M0.0%GrowthLowSan Diego, CA2026-10-23
Madrona Financial Services, LLC
34,757$1.2M0.2%ETFLowEverett, WA2026-10-23
Atria Investments, Inc
32,869$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Foguth Wealth Management, Llc.
32,626$1.1M0.1%ETFHighBrighton, MI2026-10-19
Triad Wealth Partners, LLC
31,698$1.1M0.1%ETFMediumLawrence, KS2026-10-26
Cambridge Investment Research Advisors, Inc.
18,630$644.0K0.0%ETFLowFairfield, IA2026-11-02
Uptick Partners, LLC
18,356$634.6K0.1%ETFLowNacogdoches, TX2026-11-04
Global Assets Advisory, LLC
17,670$612.4K0.1%GrowthHighOrlando, FL2026-10-28
Triumph Capital Management
15,249$527.2K0.1%ETFMediumDenver, CO2026-10-14
Apollon Wealth Management, LLC
14,489$500.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Climber Capital SA
13,798$452.3K0.3%ETFLowNyon, Switzerland2026-10-20
Clear Creek Financial Management, LLC
13,016$450.0K0.0%ETFMediumSilverdale, WA2026-10-28
Syntegra Private Wealth Group, LLC
11,953$413.3K0.0%ETFLowChesterfield, MO2026-10-13
Gerber Kawasaki Wealth & Investment Management
9,450$326.7K0.0%ETFLowSanta Monica, CA2026-10-29
Chris Bulman Inc
9,369$323.9K0.1%ETFLowRoseville, CA2026-10-20
Certified Advisory Corp
8,168$282.4K0.0%ETFLowAltamonte Springs, FL2026-10-29
StoneX Group Inc.
8,123$280.4K0.0%ETFMediumNew York, NY2026-11-03
First Heartland Consultants, Inc.
8,097$279.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Victory Financial Group, LLC
7,973$275.7K0.0%ETFLowAustin, TX2026-10-27
Independent Financial Group, LLC
7,826$270.6K0.0%GrowthLowSan Diego, CA2026-10-13
MN Wealth Advisors, LLC
7,633$263.9K0.1%ETFMediumOverland Park, KS2026-10-23
Buck Wealth Strategies, LLC
7,600$262.8K0.0%ValueMediumDenver, CO2026-10-28
Wealth Enhancement Advisory Services, LLC
7,493$259.5K0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
7,242$250.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Sage Capital Advisors,llc
6,839$236.5K0.0%CoreLowSioux Falls, SD2026-10-13
Dhjj Financial Advisors, Ltd.
6,799$235.1K0.1%ETFVery LowNaperville, IL2026-10-23
Koshinski Asset Management, Inc.
6,750$233.4K0.0%ETFLowDecatur, IL2026-10-29
LifeWealth Investments, LLC
6,521$225.5K0.1%ETFMediumWinter Garden, FL2026-10-21
Precedent Wealth Partners, LLC
5,972$206.5K0.0%ETFMediumHouston, TX2026-10-21
Evolution Wealth Management Inc.
5,449$188.4K0.1%ETFMediumFort Myers, FL2026-10-28
IMG Wealth Management, Inc.
2,946$101.9K0.1%ETFMediumJacksonville, FL2026-10-27
IFP Advisors, Inc
2,540$87.8K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
900$31.1K0.0%ETFMediumSouthfield, MI2026-10-08
Creative Financial Designs Inc
295$10.2K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Wealth Planning Services, Inc.
42$1.5K0.0%GARPLowMansfield, OH2026-10-27
SBI Securities Co., Ltd.
4$1380.0%Agg GrowthLowTokyo, Mexico2026-10-22
New 5%+ stake
No 13F filer matched