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NewEdge Wealth’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

NewEdge Wealth’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
Q2 		– Sell
-17,450
Closed -$539K – 638
2023
Q1 		$539K Sell
17,450
-131,750
-88% -$4M 0.02% 400
2022
Q4 		$4.5M Buy
149,200
+17,450
+13% +$525K 0.19% 120
2022
Q3 		$3.87M Buy
+131,750
New +$4.02M 0.18% 122

Other funds holding DMAR

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

NewEdge Wealth's DMAR Position: Q2 2023 in Review

NewEdge Wealth sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q2 2023, closing a stake of 17,450 shares — an estimated $539K sold.

NewEdge Wealth first reported a position in DMAR in Q3 2022 and held it in 3 quarters. The position peaked at $4.5M in Q4 2022. 59 funds tracked by Wall St. Rank hold DMAR as of Q2 2023.

  • NewEdge Wealth reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • NewEdge Wealth sold 17,450 FT Vest US Equity Deep Buffer ETF March shares in Q2 2023, an estimated $539K.
  • NewEdge Wealth first reported a position in FT Vest US Equity Deep Buffer ETF March in Q3 2022 and held it in 3 quarters.
  • NewEdge Wealth's FT Vest US Equity Deep Buffer ETF March position peaked at $4.5M in Q4 2022.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.