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

Sowell Financial Services’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 Q4	–	Sell	-109,589	Closed	-$4.99M	–	525
2024 Q3	$4.99M	Buy	+109,589	New	+$3.99M	0.23%	111
2024 Q1	–	Sell	-12,767	Closed	-$444K	–	548
2023 Q4	$444K	Buy	+12,767	New	+$420K	0.02%	444

Other funds holding DMAR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sowell Financial Services's DMAR Position: Q4 2024 in Review

Sowell Financial Services sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2024, closing a stake of 109,589 shares — an estimated $4.99M sold.

Sowell Financial Services first reported a position in DMAR in Q4 2023 and held it in 2 quarters. The position peaked at $4.99M in Q3 2024. 91 funds tracked by Wall St. Rank hold DMAR as of Q4 2024.

Sowell Financial Services reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 109,589 FT Vest US Equity Deep Buffer ETF March shares in Q4 2024, an estimated $4.99M.
Sowell Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2023 and held it in 2 quarters.
Sowell Financial Services's FT Vest US Equity Deep Buffer ETF March position peaked at $4.99M in Q3 2024.
91 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.