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

B. Riley 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
2022
Q4 		– Sell
-13,261
Closed -$400K – 1510
2022
Q3 		$400K Buy
+13,261
New +$419K 0.01% 861

Other funds holding DMAY

RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

B. Riley Wealth Advisors's DMAY Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q4 2022, closing a stake of 13,261 shares — an estimated $400K sold.

B. Riley Wealth Advisors first reported a position in DMAY in Q3 2022 and held it in 1 quarter. The position peaked at $400K in Q3 2022. 49 funds tracked by Wall St. Rank hold DMAY as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,261 FT Vest US Equity Deep Buffer ETF May shares in Q4 2022, an estimated $400K.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's FT Vest US Equity Deep Buffer ETF May position peaked at $400K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.