Arkadios Wealth Advisors’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Arkadios Wealth Advisors’s Portfolio DMAY Stock Details DMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,430	Closed	-$319K	–	741
2023 Q3	$319K	Hold	9,430	–	–	0.03%	464
2023 Q2	$323K	Hold	9,430	–	–	0.04%	426
2023 Q1	$308K	Hold	9,430	–	–	0.04%	429
2022 Q4	$295K	Hold	9,430	–	–	0.04%	413
2022 Q3	$284K	Hold	9,430	–	–	0.04%	394
2022 Q2	$291K	Buy	+9,430	New	+$307K	0.04%	404

Other funds holding DMAY

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

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

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

KAS

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

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

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

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Arkadios Wealth Advisors's DMAY Position: Q4 2023 in Review

Arkadios Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q4 2023, closing a stake of 9,430 shares — an estimated $319K sold.

Arkadios Wealth Advisors first reported a position in DMAY in Q2 2022 and held it in 6 quarters. The position peaked at $323K in Q2 2023. 49 funds tracked by Wall St. Rank hold DMAY as of Q4 2023.

Arkadios Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q4 2023 after selling out during the quarter.
Arkadios Wealth Advisors sold 9,430 FT Vest US Equity Deep Buffer ETF May shares in Q4 2023, an estimated $319K.
Arkadios Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2022 and held it in 6 quarters.
Arkadios Wealth Advisors's FT Vest US Equity Deep Buffer ETF May position peaked at $323K in Q2 2023.
49 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q4 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.