AE Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

AE Wealth 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
2026 Q1	$24.9K	Sell	587 -358	-38%	-$15K	﹤0.01%	2095
2025 Q4	$39.4K	Hold	945	–	–	﹤0.01%	1896
2025 Q3	$38.5K	Sell	945 -382	-29%	-$15.3K	﹤0.01%	1769
2025 Q2	$52.5K	Sell	1,327 -2,726	-67%	-$104K	﹤0.01%	1596
2025 Q1	$153K	Sell	4,053 -5,658	-58%	-$217K	﹤0.01%	1341
2024 Q4	$371K	Sell	9,711 -54,539	-85%	-$2.07M	﹤0.01%	1013
2024 Q3	$2.4M	Buy	64,250 +2,828	+5%	+$103K	0.02%	481
2024 Q2	$2.21M	Buy	61,422 +34,643	+129%	+$1.21M	0.02%	494
2024 Q1	$935K	Buy	26,779 +14,369	+116%	+$492K	0.01%	664
2023 Q4	$423K	Sell	12,410 -497	-4%	-$16.4K	﹤0.01%	1541
2023 Q3	$415K	Sell	12,907 -568	-4%	-$18.4K	﹤0.01%	1471
2023 Q2	$435K	Sell	13,475 -604,867	-98%	-$19M	﹤0.01%	1459
2023 Q1	$19.1M	Buy	618,342 +79,119	+15%	+$2.4M	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%	+$12.7M	0.1%	215
2022 Q2	$377K	Buy	+12,673	New	+$392K	﹤0.01%	1335

Other funds holding DMAR

SAMC

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

KAS

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AE Wealth Management's DMAR Position: Q1 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 38% in Q1 2026, selling an estimated $15K and leaving 587 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

AE Wealth Management first reported a position in DMAR in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.1M in Q1 2023. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

AE Wealth Management held 587 shares of FT Vest US Equity Deep Buffer ETF March worth $24.9K as of Q1 2026.
AE Wealth Management sold 358 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $15K.
FT Vest US Equity Deep Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2095 holding.
AE Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2022 and has held it in 16 quarters since.
AE Wealth Management's FT Vest US Equity Deep Buffer ETF March position peaked at $19.1M in Q1 2023.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.