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Lifestyle Asset Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Lifestyle Asset 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
Q3 		– Sell
-597,079
Closed -$21.5M – 111
2024
Q2 		$21.5M Sell
597,079
-217,603
-27% -$7.62M 12.35% 2
2024
Q1 		$28.4M Buy
+814,682
New +$27.9M 16.8% 1

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

Lifestyle Asset Management's DMAR Position: Q3 2024 in Review

Lifestyle Asset Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q3 2024, closing a stake of 597,079 shares — an estimated $21.5M sold.

Lifestyle Asset Management first reported a position in DMAR in Q1 2024 and held it in 2 quarters. The position peaked at $28.4M in Q1 2024. 87 funds tracked by Wall St. Rank hold DMAR as of Q3 2024.

  • Lifestyle Asset Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Lifestyle Asset Management sold 597,079 FT Vest US Equity Deep Buffer ETF March shares in Q3 2024, an estimated $21.5M.
  • Lifestyle Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • Lifestyle Asset Management's FT Vest US Equity Deep Buffer ETF March position peaked at $28.4M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2024.

Based on Lifestyle Asset Management's 13F filing for Q3 2024, filed 31 Oct 2024.