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United Advisor Group’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

United Advisor Group’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
Q3 		– Sell
-16,904
Closed -$609K – 346
2024
Q2 		$609K Buy
+16,904
New +$592K 0.19% 114

Other funds holding DMAR

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

United Advisor Group's DMAR Position: Q3 2024 in Review

United Advisor Group sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q3 2024, closing a stake of 16,904 shares — an estimated $609K sold.

United Advisor Group first reported a position in DMAR in Q2 2024 and held it in 1 quarter. The position peaked at $609K in Q2 2024. 87 funds tracked by Wall St. Rank hold DMAR as of Q3 2024.

  • United Advisor Group reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • United Advisor Group sold 16,904 FT Vest US Equity Deep Buffer ETF March shares in Q3 2024, an estimated $609K.
  • United Advisor Group first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • United Advisor Group's FT Vest US Equity Deep Buffer ETF March position peaked at $609K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2024.

Based on United Advisor Group's 13F filing for Q3 2024, filed 30 Oct 2024.