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Mayfair Advisory Group’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Mayfair Advisory Group’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
-9,592
Closed -$350K – 157
2024
Q2 		$350K Sell
9,592
-5,692
-37% -$199K 0.24% 82
2024
Q1 		$533K Buy
+15,284
New +$523K 0.39% 52

Other funds holding DMAR

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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 $43.3B AUM 29.3% 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

Mayfair Advisory Group's DMAR Position: Q3 2024 in Review

Mayfair Advisory Group sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q3 2024, closing a stake of 9,592 shares — an estimated $350K sold.

Mayfair Advisory Group first reported a position in DMAR in Q1 2024 and held it in 2 quarters. The position peaked at $533K in Q1 2024. 87 funds tracked by Wall St. Rank hold DMAR as of Q3 2024.

  • Mayfair Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Mayfair Advisory Group sold 9,592 FT Vest US Equity Deep Buffer ETF March shares in Q3 2024, an estimated $350K.
  • Mayfair Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • Mayfair Advisory Group's FT Vest US Equity Deep Buffer ETF March position peaked at $533K 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 Mayfair Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.