Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Comprehensive Financial Consultants Institutional’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
2025 Q1	–	Sell	-9,407	Closed	-$383K	–	178
2024 Q4	$383K	Sell	9,407 -156	-2%	-$6.33K	0.14%	133
2024 Q3	$382K	Hold	9,563	–	–	0.14%	134
2024 Q2	$368K	Buy	+9,563	New	+$360K	0.14%	134

Other funds holding DMAY

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

RFG

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

KAS

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

TLA

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

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DMAY Position: Q1 2025 in Review

Comprehensive Financial Consultants Institutional sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q1 2025, closing a stake of 9,407 shares — an estimated $383K sold.

Comprehensive Financial Consultants Institutional first reported a position in DMAY in Q2 2024 and held it in 3 quarters. The position peaked at $383K in Q4 2024. 73 funds tracked by Wall St. Rank hold DMAY as of Q1 2025.

Comprehensive Financial Consultants Institutional reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 9,407 FT Vest US Equity Deep Buffer ETF May shares in Q1 2025, an estimated $383K.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2024 and held it in 3 quarters.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Deep Buffer ETF May position peaked at $383K in Q4 2024.
73 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q1 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2025, filed 15 May 2025.