Beacon Financial Group’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Beacon Financial Group’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 Q3	–	Sell	-10,000	Closed	-$396K	–	350
2025 Q2	$396K	Hold	10,000	–	–	0.04%	250
2025 Q1	$377K	Hold	10,000	–	–	0.04%	249
2024 Q4	$382K	Sell	10,000 -1,000	-9%	-$37.9K	0.04%	250
2024 Q3	$411K	Hold	11,000	–	–	0.04%	234
2024 Q2	$396K	Buy	+11,000	New	+$385K	0.05%	231

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

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

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

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

Beacon Financial Group's DMAR Position: Q3 2025 in Review

Beacon Financial Group sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q3 2025, closing a stake of 10,000 shares — an estimated $396K sold.

Beacon Financial Group first reported a position in DMAR in Q2 2024 and held it in 5 quarters. The position peaked at $411K in Q3 2024. 95 funds tracked by Wall St. Rank hold DMAR as of Q3 2025.

Beacon Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q3 2025 after selling out during the quarter.
Beacon Financial Group sold 10,000 FT Vest US Equity Deep Buffer ETF March shares in Q3 2025, an estimated $396K.
Beacon Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2024 and held it in 5 quarters.
Beacon Financial Group's FT Vest US Equity Deep Buffer ETF March position peaked at $411K in Q3 2024.
95 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2025.

Based on Beacon Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.