Ogorek Anthony Joseph’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Ogorek Anthony Joseph’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
2026 Q1	–	Sell	-10,546	Closed	-$439K	–	656
2025 Q4	$439K	Sell	10,546 -190	-2%	-$7.81K	0.12%	53
2025 Q3	$437K	Hold	10,736	–	–	0.13%	53
2025 Q2	$424K	Sell	10,736 -7,976	-43%	-$304K	0.13%	50
2025 Q1	$705K	Sell	18,712 -430	-2%	-$16.5K	0.23%	44
2024 Q4	$730K	Sell	19,142 -14	-0.1%	-$531	0.23%	43
2024 Q3	$715K	Sell	19,156 -178	-0.9%	-$6.49K	0.25%	39
2024 Q2	$696K	Buy	19,334 +4,026	+26%	+$141K	0.24%	42
2024 Q1	$534K	Buy	15,308 +14,174	+1,250%	+$485K	0.19%	45
2023 Q4	$38K	Sell	1,134 -1,625	-59%	-$53.5K	0.01%	124
2023 Q3	$88K	Hold	2,759	–	–	0.03%	86
2023 Q2	$89K	Hold	2,759	–	–	0.03%	82
2023 Q1	$85K	Buy	+2,759	New	+$83.7K	0.03%	84

Other funds holding DMAR

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return