Envestnet Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Envestnet Portfolio 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 Q1	–	Sell	-12,786	Closed	-$488K	–	1604
2024 Q4	$488K	Buy	12,786 +341	+3%	+$12.9K	﹤0.01%	1256
2024 Q3	$465K	Buy	+12,445	New	+$453K	﹤0.01%	1244
2024 Q1	–	Sell	-7,814	Closed	-$265K	–	1616
2023 Q4	$265K	Buy	+7,814	New	+$257K	﹤0.01%	1359

Other funds holding DMAR

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

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

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

HAM

Hickory Asset Management Concord, Ohio $121M AUM

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Portfolio Solutions's DMAR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2025, closing a stake of 12,786 shares — an estimated $488K sold.

Envestnet Portfolio Solutions first reported a position in DMAR in Q4 2023 and held it in 3 quarters. The position peaked at $488K in Q4 2024. 89 funds tracked by Wall St. Rank hold DMAR as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 12,786 FT Vest US Equity Deep Buffer ETF March shares in Q1 2025, an estimated $488K.
Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2023 and held it in 3 quarters.
Envestnet Portfolio Solutions's FT Vest US Equity Deep Buffer ETF March position peaked at $488K in Q4 2024.
89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.