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HBK Sorce Advisory’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

HBK Sorce Advisory’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
2023
Q1 		– Sell
-7,602
Closed -$229K – 656
2022
Q4 		$229K Buy
+7,602
New +$229K 0.01% 620

Other funds holding DMAR

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

HBK Sorce Advisory's DMAR Position: Q1 2023 in Review

HBK Sorce Advisory sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2023, closing a stake of 7,602 shares — an estimated $229K sold.

HBK Sorce Advisory first reported a position in DMAR in Q4 2022 and held it in 1 quarter. The position peaked at $229K in Q4 2022. 70 funds tracked by Wall St. Rank hold DMAR as of Q1 2023.

  • HBK Sorce Advisory reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 7,602 FT Vest US Equity Deep Buffer ETF March shares in Q1 2023, an estimated $229K.
  • HBK Sorce Advisory first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2022 and held it in 1 quarter.
  • HBK Sorce Advisory's FT Vest US Equity Deep Buffer ETF March position peaked at $229K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.