Capital Asset Advisory Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Capital Asset Advisory Services’s Portfolio FMAY Stock Details FMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-705	Closed	-$23K	–	396
2022 Q3	$23K	Hold	705	–	–	﹤0.01%	359
2022 Q2	$24K	Buy	+705	New	+$25.3K	﹤0.01%	447

Other funds holding FMAY

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capital Asset Advisory Services's FMAY Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2022, closing a stake of 705 shares — an estimated $23K sold.

Capital Asset Advisory Services first reported a position in FMAY in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q2 2022. 77 funds tracked by Wall St. Rank hold FMAY as of Q4 2022.

Capital Asset Advisory Services reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 705 FT Vest US Equity Buffer ETF May shares in Q4 2022, an estimated $23K.
Capital Asset Advisory Services first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and held it in 2 quarters.
Capital Asset Advisory Services's FT Vest US Equity Buffer ETF May position peaked at $24K in Q2 2022.
77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.