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

United Capital Financial 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
2022
Q3 		– Sell
-11,076
Closed -$330K – 1097
2022
Q2 		$330K Buy
+11,076
New +$342K ﹤0.01% 912

Other funds holding DMAR

AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

United Capital Financial Advisors's DMAR Position: Q3 2022 in Review

United Capital Financial Advisors sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q3 2022, closing a stake of 11,076 shares — an estimated $330K sold.

United Capital Financial Advisors first reported a position in DMAR in Q2 2022 and held it in 1 quarter. The position peaked at $330K in Q2 2022. 46 funds tracked by Wall St. Rank hold DMAR as of Q3 2022.

  • United Capital Financial Advisors reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,076 FT Vest US Equity Deep Buffer ETF March shares in Q3 2022, an estimated $330K.
  • United Capital Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $330K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.