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PFG Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

PFG Advisors’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
Q4 		– Sell
-9,212
Closed -$296K – 615
2023
Q3 		$296K Sell
9,212
-298
-3% -$9.66K 0.03% 462
2023
Q2 		$307K Buy
9,510
+135
+1% +$4.24K 0.02% 516
2023
Q1 		$290K Buy
+9,375
New +$284K 0.02% 504

Other funds holding DMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFG Advisors's DMAR Position: Q4 2023 in Review

PFG Advisors sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2023, closing a stake of 9,212 shares — an estimated $296K sold.

PFG Advisors first reported a position in DMAR in Q1 2023 and held it in 3 quarters. The position peaked at $307K in Q2 2023. 61 funds tracked by Wall St. Rank hold DMAR as of Q4 2023.

  • PFG Advisors reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • PFG Advisors sold 9,212 FT Vest US Equity Deep Buffer ETF March shares in Q4 2023, an estimated $296K.
  • PFG Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2023 and held it in 3 quarters.
  • PFG Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $307K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2023.

Based on PFG Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.