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DHJJ Financial Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

DHJJ Financial Advisors’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
2026
Q1 		$72K Buy
1,698
+825
+95% +$34.6K 0.02% 334
2025
Q4 		$36.4K Hold
873
– – 0.01% 425
2025
Q3 		$35.6K Hold
873
– – 0.01% 413
2025
Q2 		$34.5K Hold
873
– – 0.01% 404
2025
Q1 		$32.9K Sell
873
-670
-43% -$25.7K 0.01% 371
2024
Q4 		$58.9K Hold
1,543
– – 0.02% 287
2024
Q3 		$57.6K Hold
1,543
– – 0.02% 285
2024
Q2 		$55.5K Sell
1,543
-335
-18% -$11.7K 0.02% 262
2024
Q1 		$65.5K Sell
1,878
-207
-10% -$7.09K 0.03% 233
2023
Q4 		$70.6K Sell
2,085
-230
-10% -$7.57K 0.03% 219
2023
Q3 		$74.5K Buy
+2,315
New +$75K 0.04% 211

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
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return