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Raymond James Financial Services Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.23M Sell
33,024
-75,528
-70% -$2.75M ﹤0.01% 2020
2024
Q2 		$3.91M Sell
108,552
-3,760
-3% -$132K 0.01% 1291
2024
Q1 		$3.92M Buy
112,312
+97,448
+656% +$3.34M 0.01% 1275
2023
Q4 		$503K Sell
14,864
-1,358
-8% -$44.7K ﹤0.01% 2413
2023
Q3 		$522K Hold
16,222
– – ﹤0.01% 2302
2023
Q2 		$524K Sell
16,222
-1,459
-8% -$45.8K ﹤0.01% 2326
2023
Q1 		$546K Sell
17,681
-194,221
-92% -$5.89M ﹤0.01% 2274
2022
Q4 		$6.39M Buy
211,902
+2,661
+1% +$80.1K 0.01% 853
2022
Q3 		$6.14M Buy
209,241
+8,813
+4% +$269K 0.01% 828
2022
Q2 		$5.96M Buy
200,428
+12,351
+7% +$382K 0.01% 849
2022
Q1 		$6.08M Buy
+188,077
New +$5.97M 0.01% 907

Other funds holding DMAR

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial Services Advisors's DMAR Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 70% in Q3 2024, selling an estimated $2.75M and leaving 33,024 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Raymond James Financial Services Advisors first reported a position in DMAR in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.39M in Q4 2022. 87 funds tracked by Wall St. Rank hold DMAR as of Q3 2024.

  • Raymond James Financial Services Advisors held 33,024 shares of FT Vest US Equity Deep Buffer ETF March worth $1.23M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 75,528 FT Vest US Equity Deep Buffer ETF March shares in Q3 2024, an estimated $2.75M.
  • FT Vest US Equity Deep Buffer ETF March made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2020 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2022 and has held it in 11 quarters since.
  • Raymond James Financial Services Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $6.39M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.