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

Sage Capital 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 Q1	–	Sell	-30,626	Closed	-$1.04M	–	137
2023 Q4	$1.04M	Buy	30,626 +5,606	+22%	+$184K	0.34%	53
2023 Q3	$805K	Buy	25,020 +172	+0.7%	+$5.57K	0.3%	58
2023 Q2	$802K	Buy	24,848 +4,406	+22%	+$138K	0.28%	59
2023 Q1	$631K	Sell	20,442 -1,623	-7%	-$49.2K	0.24%	62
2022 Q4	$665K	Buy	+22,065	New	+$664K	0.29%	56

Other funds holding DMAR

LAM

Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

SAMC

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

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

KAS

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sage Capital Advisors's DMAR Position: Q1 2024 in Review

Sage Capital Advisors sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2024, closing a stake of 30,626 shares — an estimated $1.04M sold.

Sage Capital Advisors first reported a position in DMAR in Q4 2022 and held it in 5 quarters. The position peaked at $1.04M in Q4 2023. 71 funds tracked by Wall St. Rank hold DMAR as of Q1 2024.

Sage Capital Advisors reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2024 after selling out during the quarter.
Sage Capital Advisors sold 30,626 FT Vest US Equity Deep Buffer ETF March shares in Q1 2024, an estimated $1.04M.
Sage Capital Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2022 and held it in 5 quarters.
Sage Capital Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $1.04M in Q4 2023.
71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2024.

Based on Sage Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.