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

TriaGen 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
2022
Q1 		– Sell
-8,923
Closed -$285K – 176
2021
Q4 		$285K Buy
+8,923
New +$282K 0.14% 146

Other funds holding DMAR

AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TriaGen Wealth Management's DMAR Position: Q1 2022 in Review

TriaGen Wealth Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2022, closing a stake of 8,923 shares — an estimated $285K sold.

TriaGen Wealth Management first reported a position in DMAR in Q4 2021 and held it in 1 quarter. The position peaked at $285K in Q4 2021. 26 funds tracked by Wall St. Rank hold DMAR as of Q1 2022.

  • TriaGen Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 8,923 FT Vest US Equity Deep Buffer ETF March shares in Q1 2022, an estimated $285K.
  • TriaGen Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2021 and held it in 1 quarter.
  • TriaGen Wealth Management's FT Vest US Equity Deep Buffer ETF March position peaked at $285K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.