World Investment Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

World Investment 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
2025 Q1	–	Sell	-41,000	Closed	-$1.56M	–	1069
2024 Q4	$1.56M	Hold	41,000	–	–	0.04%	381
2024 Q3	$1.53M	Hold	41,000	–	–	0.05%	348
2024 Q2	$1.48M	Hold	41,000	–	–	0.09%	199
2024 Q1	$1.43M	Buy	41,000 +3,500	+9%	+$120K	0.2%	104
2023 Q4	$1.27M	Hold	37,500	–	–	0.16%	120
2023 Q3	$1.21M	Hold	37,500	–	–	0.24%	81
2023 Q2	$1.21M	Hold	37,500	–	–	0.23%	76
2023 Q1	$1.16M	Buy	37,500 +450	+1%	+$13.6K	0.24%	74
2022 Q4	$1.12M	Hold	37,050	–	–	0.26%	69
2022 Q3	$1.09M	Buy	+37,050	New	+$1.13M	0.26%	64

Other funds holding DMAR

KAS

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

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

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

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

SAMC

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

World Investment Advisors's DMAR Position: Q1 2025 in Review

World Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2025, closing a stake of 41,000 shares — an estimated $1.56M sold.

World Investment Advisors first reported a position in DMAR in Q3 2022 and held it in 10 quarters. The position peaked at $1.56M in Q4 2024. 89 funds tracked by Wall St. Rank hold DMAR as of Q1 2025.

World Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2025 after selling out during the quarter.
World Investment Advisors sold 41,000 FT Vest US Equity Deep Buffer ETF March shares in Q1 2025, an estimated $1.56M.
World Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q3 2022 and held it in 10 quarters.
World Investment Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $1.56M in Q4 2024.
89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.