Tradition Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Tradition Wealth Management’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	$517K	Hold	12,184	–	–	0.04%	285
2025 Q4	$508K	Sell	12,184 -1,100	-8%	-$45.2K	0.04%	287
2025 Q3	$542K	Sell	13,284 -50	-0.4%	-$2.01K	0.04%	274
2025 Q2	$528K	Buy	+13,334	New	+$508K	0.04%	261
2023 Q4	–	Sell	-805	Closed	-$26K	–	1290
2023 Q3	$26K	Hold	805	–	–	﹤0.01%	775
2023 Q2	$26K	Hold	805	–	–	﹤0.01%	811
2023 Q1	$25K	Hold	805	–	–	﹤0.01%	776
2022 Q4	$24K	Sell	805 -481	-37%	-$14.5K	﹤0.01%	709
2022 Q3	$38K	Hold	1,286	–	–	0.01%	585
2022 Q2	$38K	Buy	+1,286	New	+$39.8K	0.01%	512

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