Atria Wealth Solutions’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 | $405K | Hold |
10,240
| – | – | 0.01% | 1012 |
|
2025
Q1 | $386K | Sell |
10,240
-20,736
| -67% | -$781K | ﹤0.01% | 1322 |
|
2024
Q4 | $1.18M | Sell |
30,976
-9,349
| -23% | -$357K | 0.01% | 859 |
|
2024
Q3 | $1.51M | Buy |
40,325
+13,395
| +50% | +$500K | 0.02% | 747 |
|
2024
Q2 | $969K | Buy |
26,930
+3,355
| +14% | +$121K | 0.01% | 904 |
|
2024
Q1 | $823K | Buy |
23,575
+4,711
| +25% | +$164K | 0.01% | 996 |
|
2023
Q4 | $639K | Buy |
18,864
+3,289
| +21% | +$111K | 0.01% | 1077 |
|
2023
Q3 | $501K | Sell |
15,575
-6,700
| -30% | -$216K | 0.01% | 1120 |
|
2023
Q2 | $719K | Hold |
22,275
| – | – | 0.01% | 989 |
|
2023
Q1 | $688K | Buy |
22,275
+7,017
| +46% | +$217K | 0.01% | 970 |
|
2022
Q4 | $460K | Sell |
15,258
-650
| -4% | -$19.6K | 0.01% | 1120 |
|
2022
Q3 | $467K | Buy |
+15,908
| New | +$467K | 0.01% | 1057 |
|