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Great Lakes Retirement’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-25
Closed -$888 – 307
2024
Q2 		$888 Buy
+25
New +$875 ﹤0.01% 633
2023
Q2 		– Sell
-16,855
Closed -$520K – 223
2023
Q1 		$520K Buy
+16,855
New +$511K 0.1% 157

Other funds holding DMAR

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Great Lakes Retirement's DMAR Position: Q3 2024 in Review

Great Lakes Retirement sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q3 2024, closing a stake of 25 shares — an estimated $888 sold.

Great Lakes Retirement first reported a position in DMAR in Q1 2023 and held it in 2 quarters. The position peaked at $520K in Q1 2023. 87 funds tracked by Wall St. Rank hold DMAR as of Q3 2024.

  • Great Lakes Retirement reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 25 FT Vest US Equity Deep Buffer ETF March shares in Q3 2024, an estimated $888.
  • Great Lakes Retirement first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2023 and held it in 2 quarters.
  • Great Lakes Retirement's FT Vest US Equity Deep Buffer ETF March position peaked at $520K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.