Sunbelt Securities’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Sunbelt Securities’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
2026 Q1	$756K	Buy	17,829 +2,005	+13%	+$84.2K	0.05%	320
2025 Q4	$659K	Hold	15,824	–	–	0.04%	335
2025 Q3	$645K	Buy	15,824 +5,155	+48%	+$207K	0.04%	328
2025 Q2	$407K	Buy	10,669 +375	+4%	+$14.3K	0.04%	403
2025 Q1	$388K	Sell	10,294 -375	-4%	-$14.4K	0.03%	387
2024 Q4	$408K	Sell	10,669 -150	-1%	-$5.69K	0.04%	406
2024 Q3	$404K	Hold	10,819	–	–	0.04%	407
2024 Q2	$389K	Buy	10,819 +2,895	+37%	+$101K	0.04%	394
2024 Q1	$277K	Buy	7,924 +1,435	+22%	+$49.1K	0.03%	454
2023 Q4	$220K	Buy	6,489 +621	+11%	+$20.4K	0.03%	469
2023 Q3	$189K	Hold	5,868	–	–	0.03%	492
2023 Q2	$189K	Hold	5,868	–	–	0.03%	473
2023 Q1	$181K	Buy	+5,868	New	+$178K	0.03%	456

Other funds holding DMAR

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

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

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return