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

Precedent Wealth Partners’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	-24,379	Closed	-$1.02M	–	167
2025 Q4	$1.02M	Hold	24,379	–	–	0.21%	109
2025 Q3	$994K	Hold	24,379	–	–	0.22%	108
2025 Q2	$965K	Buy	+24,379	New	+$928K	0.24%	106

Other funds holding DMAR

SAMC

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

KAS

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

FIBOI

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

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

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

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

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

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

Precedent Wealth Partners's DMAR Position: Q1 2026 in Review

Precedent Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2026, closing a stake of 24,379 shares — an estimated $1.02M sold.

Precedent Wealth Partners first reported a position in DMAR in Q2 2025 and held it in 3 quarters. The position peaked at $1.02M in Q4 2025. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

Precedent Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Precedent Wealth Partners sold 24,379 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $1.02M.
Precedent Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2025 and held it in 3 quarters.
Precedent Wealth Partners's FT Vest US Equity Deep Buffer ETF March position peaked at $1.02M in Q4 2025.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.