Acorn Financial Advisory Services’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Acorn Financial Advisory Services’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,289	Closed	-$235K	–	208
2024 Q3	$235K	Sell	6,289 -1,950	-24%	-$71K	0.04%	184
2024 Q2	$297K	Sell	8,239 -17	-0.2%	-$595	0.06%	157
2024 Q1	$288K	Sell	8,256 -1,347	-14%	-$46.1K	0.05%	163
2023 Q4	$325K	Sell	9,603 -1,067	-10%	-$35.1K	0.06%	190
2023 Q3	$343K	Sell	10,670 -78	-0.7%	-$2.53K	0.06%	179
2023 Q2	$347K	Hold	10,748	–	–	0.06%	175
2023 Q1	$332K	Sell	10,748 -504,277	-98%	-$15.3M	0.06%	168
2022 Q4	$15.5M	Sell	515,025 -16,718	-3%	-$503K	3.3%	10
2022 Q3	$15.6M	Buy	531,743 +4,022	+0.8%	+$123K	3.72%	7
2022 Q2	$15.7M	Buy	527,721 +25,740	+5%	+$796K	3.74%	7
2022 Q1	$16.2M	Buy	+501,981	New	+$15.9M	3.25%	8

Other funds holding DMAR

KAS

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Acorn Financial Advisory Services's DMAR Position: Q4 2024 in Review

Acorn Financial Advisory Services sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2024, closing a stake of 6,289 shares — an estimated $235K sold.

Acorn Financial Advisory Services first reported a position in DMAR in Q1 2022 and held it in 11 quarters. The position peaked at $16.2M in Q1 2022. 91 funds tracked by Wall St. Rank hold DMAR as of Q4 2024.

Acorn Financial Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 6,289 FT Vest US Equity Deep Buffer ETF March shares in Q4 2024, an estimated $235K.
Acorn Financial Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2022 and held it in 11 quarters.
Acorn Financial Advisory Services's FT Vest US Equity Deep Buffer ETF March position peaked at $16.2M in Q1 2022.
91 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.