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Hartford Financial Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Hartford Financial Management’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
Q1 		– Sell
-10,198
Closed -$345K – 386
2023
Q4 		$345K Sell
10,198
-6,454
-39% -$212K 0.08% 144
2023
Q3 		$536K Hold
16,652
– – 0.14% 129
2023
Q2 		$538K Sell
16,652
-330
-2% -$10.4K 0.13% 129
2023
Q1 		$524K Sell
16,982
-370
-2% -$11.2K 0.14% 130
2022
Q4 		$523K Sell
17,352
-56
-0.3% -$1.69K 0.14% 128
2022
Q3 		$511K Buy
+17,408
New +$531K 0.15% 125

Other funds holding DMAR

LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hartford Financial Management's DMAR Position: Q1 2024 in Review

Hartford Financial Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2024, closing a stake of 10,198 shares — an estimated $345K sold.

Hartford Financial Management first reported a position in DMAR in Q3 2022 and held it in 6 quarters. The position peaked at $538K in Q2 2023. 71 funds tracked by Wall St. Rank hold DMAR as of Q1 2024.

  • Hartford Financial Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Hartford Financial Management sold 10,198 FT Vest US Equity Deep Buffer ETF March shares in Q1 2024, an estimated $345K.
  • Hartford Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q3 2022 and held it in 6 quarters.
  • Hartford Financial Management's FT Vest US Equity Deep Buffer ETF March position peaked at $538K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2024.

Based on Hartford Financial Management's 13F filing for Q1 2024, filed 24 Apr 2024.