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Summit Financial Wealth Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Summit Financial Wealth 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
2023
Q1 		– Sell
-10,315
Closed -$311K – 126
2022
Q4 		$311K Hold
10,315
– – 0.08% 104
2022
Q3 		$310K Buy
10,315
+100
+1% +$3.05K 0.09% 95
2022
Q2 		$310K Buy
+10,215
New +$316K 0.07% 104

Other funds holding DMAR

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Summit Financial Wealth Advisors's DMAR Position: Q1 2023 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2023, closing a stake of 10,315 shares — an estimated $311K sold.

Summit Financial Wealth Advisors first reported a position in DMAR in Q2 2022 and held it in 3 quarters. The position peaked at $311K in Q4 2022. 70 funds tracked by Wall St. Rank hold DMAR as of Q1 2023.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 10,315 FT Vest US Equity Deep Buffer ETF March shares in Q1 2023, an estimated $311K.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2022 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $311K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.