Orion Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$247K	Buy	6,560 +167	+3%	+$6.41K	﹤0.01%	1718
2024 Q4	$244K	Sell	6,393 -1,335	-17%	-$50.6K	﹤0.01%	1663
2024 Q3	$289K	Sell	7,728 -92	-1%	-$3.35K	﹤0.01%	1535
2024 Q2	$282K	Sell	7,820 -798	-9%	-$27.9K	﹤0.01%	1485
2024 Q1	$301K	Buy	8,618 +1,860	+28%	+$63.7K	﹤0.01%	1463
2023 Q4	$229K	Sell	6,758 -1,865	-22%	-$61.4K	﹤0.01%	1519
2023 Q3	$277K	Sell	8,623 -65	-0.7%	-$2.11K	﹤0.01%	1412
2023 Q2	$280K	Buy	+8,688	New	+$273K	﹤0.01%	1423

Other funds holding DMAR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Orion Portfolio Solutions's DMAR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 2.6% in Q1 2025, buying an estimated $6.41K and bringing the position to 6,560 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Orion Portfolio Solutions first reported a position in DMAR in Q2 2023 and has held it in 8 quarters since. The position peaked at $301K in Q1 2024. 89 funds tracked by Wall St. Rank hold DMAR as of Q1 2025.

Orion Portfolio Solutions held 6,560 shares of FT Vest US Equity Deep Buffer ETF March worth $247K as of Q1 2025.
Orion Portfolio Solutions bought 167 FT Vest US Equity Deep Buffer ETF March shares in Q1 2025, an estimated $6.41K.
FT Vest US Equity Deep Buffer ETF March made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1718 holding.
Orion Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's FT Vest US Equity Deep Buffer ETF March position peaked at $301K in Q1 2024.
89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.