Advance Capital Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Advance Capital Management’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 Q3	–	Sell	-17,258	Closed	-$621K	–	151
2024 Q2	$621K	Sell	17,258 -6,268	-27%	-$219K	0.03%	71
2024 Q1	$821K	Hold	23,526	–	–	0.06%	53
2023 Q4	$796K	Sell	23,526 -5,303	-18%	-$174K	0.06%	44
2023 Q3	$927K	Sell	28,829 -19,579	-40%	-$635K	0.09%	37
2023 Q2	$1.56M	Sell	48,408 -19,258	-28%	-$604K	0.18%	27
2023 Q1	$2.09M	Sell	67,666 -2,425,624	-97%	-$73.6M	0.37%	18
2022 Q4	$75.2M	Buy	+2,493,290	New	+$75.1M	9.95%	3

Other funds holding DMAR

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

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

SAMC

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Advance Capital Management's DMAR Position: Q3 2024 in Review

Advance Capital Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q3 2024, closing a stake of 17,258 shares — an estimated $621K sold.

Advance Capital Management first reported a position in DMAR in Q4 2022 and held it in 7 quarters. The position peaked at $75.2M in Q4 2022. 87 funds tracked by Wall St. Rank hold DMAR as of Q3 2024.

Advance Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q3 2024 after selling out during the quarter.
Advance Capital Management sold 17,258 FT Vest US Equity Deep Buffer ETF March shares in Q3 2024, an estimated $621K.
Advance Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2022 and held it in 7 quarters.
Advance Capital Management's FT Vest US Equity Deep Buffer ETF March position peaked at $75.2M in Q4 2022.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2024.

Based on Advance Capital Management's 13F filing for Q3 2024, filed 7 Oct 2024.