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Benjamin F. Edwards & Company’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$21K Hold
570
– – ﹤0.01% 1529
2024
Q1 		$20K Hold
570
– – ﹤0.01% 1527
2023
Q4 		$19K Hold
570
– – ﹤0.01% 1496
2023
Q3 		$18K Hold
570
– – ﹤0.01% 1275
2023
Q2 		$18K Buy
+570
New +$17.9K ﹤0.01% 1299

Other funds holding DMAR

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Benjamin F. Edwards & Company's DMAR Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q2 2024 at 570 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Benjamin F. Edwards & Company first reported a position in DMAR in Q2 2023 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold DMAR as of Q2 2024.

  • Benjamin F. Edwards & Company held 570 shares of FT Vest US Equity Deep Buffer ETF March worth $21K as of Q2 2024.
  • Benjamin F. Edwards & Company left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q2 2024.
  • FT Vest US Equity Deep Buffer ETF March made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1529 holding.
  • Benjamin F. Edwards & Company first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2023 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.