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Lloyd Advisory Services’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Lloyd Advisory Services’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
2022
Q4 		$1.08M Sell
35,823
-39
-0.1% -$1.17K 0.75% 22
2022
Q3 		$1.05M Buy
+35,862
New +$1.09M 0.77% 25

Other funds holding DMAR

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lloyd Advisory Services's DMAR Position: Q4 2022 in Review

Lloyd Advisory Services reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 0.11% in Q4 2022, selling an estimated $1.17K and leaving 35,823 shares worth $1.08M. The position accounts for 0.75% of the portfolio, ranked #22.

Lloyd Advisory Services first reported a position in DMAR in Q3 2022 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold DMAR as of Q4 2022.

  • Lloyd Advisory Services held 35,823 shares of FT Vest US Equity Deep Buffer ETF March worth $1.08M as of Q4 2022.
  • Lloyd Advisory Services sold 39 FT Vest US Equity Deep Buffer ETF March shares in Q4 2022, an estimated $1.17K.
  • FT Vest US Equity Deep Buffer ETF March made up 0.75% of Lloyd Advisory Services's portfolio in Q4 2022, its #22 holding.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF March in Q3 2022 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.