First Heartland Consultants’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-6,113	Closed	-$249K	–	540
2025 Q3	$249K	Hold	6,113	–	–	0.02%	456
2025 Q2	$242K	Hold	6,113	–	–	0.02%	432
2025 Q1	$230K	Hold	6,113	–	–	0.02%	394
2024 Q4	$233K	Hold	6,113	–	–	0.02%	400
2024 Q3	$228K	Sell	6,113 -443	-7%	-$16.1K	0.02%	403
2024 Q2	$236K	Buy	+6,556	New	+$230K	0.02%	379

Other funds holding DMAR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

WTFG

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

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

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

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

First Heartland Consultants's DMAR Position: Q4 2025 in Review

First Heartland Consultants sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 6,113 shares — an estimated $249K sold.

First Heartland Consultants first reported a position in DMAR in Q2 2024 and held it in 6 quarters. The position peaked at $249K in Q3 2025. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

First Heartland Consultants reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 6,113 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $249K.
First Heartland Consultants first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2024 and held it in 6 quarters.
First Heartland Consultants's FT Vest US Equity Deep Buffer ETF March position peaked at $249K in Q3 2025.
90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.