Atria Investments’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Atria Investments’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
2025 Q2	–	Sell	-6,288	Closed	-$237K	–	2008
2025 Q1	$237K	Buy	+6,288	New	+$241K	﹤0.01%	1746

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

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

WTFG

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

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

HAM

Hickory Asset Management Concord, Ohio $121M AUM

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

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

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

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

Atria Investments's DMAR Position: Q2 2025 in Review

Atria Investments sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q2 2025, closing a stake of 6,288 shares — an estimated $237K sold.

Atria Investments first reported a position in DMAR in Q1 2025 and held it in 1 quarter. The position peaked at $237K in Q1 2025. 99 funds tracked by Wall St. Rank hold DMAR as of Q2 2025.

Atria Investments reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 6,288 FT Vest US Equity Deep Buffer ETF March shares in Q2 2025, an estimated $237K.
Atria Investments first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2025 and held it in 1 quarter.
Atria Investments's FT Vest US Equity Deep Buffer ETF March position peaked at $237K in Q1 2025.
99 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.