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

Atria Wealth Solutions’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	$405K	Hold	10,240	–	–	0.01%	1013
2025 Q1	$386K	Sell	10,240 -20,736	-67%	-$796K	﹤0.01%	1330
2024 Q4	$1.18M	Sell	30,976 -9,349	-23%	-$354K	0.01%	864
2024 Q3	$1.51M	Buy	40,325 +13,395	+50%	+$488K	0.02%	751
2024 Q2	$969K	Buy	26,930 +3,355	+14%	+$117K	0.01%	911
2024 Q1	$823K	Buy	23,575 +4,711	+25%	+$161K	0.01%	1001
2023 Q4	$639K	Buy	18,864 +3,289	+21%	+$108K	0.01%	1087
2023 Q3	$501K	Sell	15,575 -6,700	-30%	-$217K	0.01%	1126
2023 Q2	$719K	Hold	22,275	–	–	0.01%	992
2023 Q1	$688K	Buy	22,275 +7,017	+46%	+$213K	0.01%	973
2022 Q4	$460K	Sell	15,258 -650	-4%	-$19.6K	0.01%	1127
2022 Q3	$467K	Buy	+15,908	New	+$485K	0.01%	1063

Other funds holding DMAR

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

KAS

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

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's DMAR Position: Q2 2025 in Review

Atria Wealth Solutions held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q2 2025 at 10,240 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #1013.

Atria Wealth Solutions first reported a position in DMAR in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.51M in Q3 2024. 99 funds tracked by Wall St. Rank hold DMAR as of Q2 2025.

Atria Wealth Solutions held 10,240 shares of FT Vest US Equity Deep Buffer ETF March worth $405K as of Q2 2025.
Atria Wealth Solutions left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q2 2025.
FT Vest US Equity Deep Buffer ETF March made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1013 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Deep Buffer ETF March in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's FT Vest US Equity Deep Buffer ETF March position peaked at $1.51M in Q3 2024.
99 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.