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Richard W. Paul & Associates’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Richard W. Paul & Associates’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
Q2 		– Sell
-9
Closed -$278 – 555
2023
Q1 		$278 Sell
9
-2
-18% -$61 ﹤0.01% 519
2022
Q4 		$332 Buy
+11
New +$331 ﹤0.01% 509

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T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Richard W. Paul & Associates's DMAR Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q2 2023, closing a stake of 9 shares — an estimated $278 sold.

Richard W. Paul & Associates first reported a position in DMAR in Q4 2022 and held it in 2 quarters. The position peaked at $332 in Q4 2022. 59 funds tracked by Wall St. Rank hold DMAR as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 9 FT Vest US Equity Deep Buffer ETF March shares in Q2 2023, an estimated $278.
  • Richard W. Paul & Associates first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's FT Vest US Equity Deep Buffer ETF March position peaked at $332 in Q4 2022.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.