AE Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.5K | Sell |
1,327
-2,726
| -67% | -$108K | ﹤0.01% | 1596 |
|
2025
Q1 | $153K | Sell |
4,053
-5,658
| -58% | -$213K | ﹤0.01% | 1341 |
|
2024
Q4 | $371K | Sell |
9,711
-54,539
| -85% | -$2.08M | ﹤0.01% | 1013 |
|
2024
Q3 | $2.4M | Buy |
64,250
+2,828
| +5% | +$106K | 0.02% | 481 |
|
2024
Q2 | $2.21M | Buy |
61,422
+34,643
| +129% | +$1.25M | 0.02% | 493 |
|
2024
Q1 | $935K | Buy |
26,779
+14,369
| +116% | +$501K | 0.01% | 664 |
|
2023
Q4 | $423K | Sell |
12,410
-497
| -4% | -$16.9K | ﹤0.01% | 1538 |
|
2023
Q3 | $415K | Sell |
12,907
-568
| -4% | -$18.3K | ﹤0.01% | 1469 |
|
2023
Q2 | $435K | Sell |
13,475
-604,867
| -98% | -$19.5M | ﹤0.01% | 1456 |
|
2023
Q1 | $19.1M | Buy |
618,342
+79,119
| +15% | +$2.44M | 0.12% | 197 |
|
2022
Q4 | $16.3M | Buy |
539,223
+108,899
| +25% | +$3.28M | 0.12% | 201 |
|
2022
Q3 | $12.6M | Buy |
430,324
+417,651
| +3,296% | +$12.3M | 0.1% | 215 |
|
2022
Q2 | $377K | Buy |
+12,673
| New | +$377K | ﹤0.01% | 1331 |
|