CreativeOne Wealth’s FT Vest U.S. Equity Dual Directional Buffer ETF - May DLMY Stock Holding History

CreativeOne Wealth’s Portfolio DLMY Stock Details DLMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$602K	Buy	+19,689	New	+$596K	0.01%	735

Other funds holding DLMY

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CreativeOne Wealth's DLMY Position: Q3 2026 in Review

CreativeOne Wealth opened a new position in FT Vest U.S. Equity Dual Directional Buffer ETF - May (DLMY) in Q3 2026: 19,689 shares worth $602K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings.

15 funds tracked by Wall St. Rank hold DLMY as of Q3 2026.

CreativeOne Wealth held 19,689 shares of FT Vest U.S. Equity Dual Directional Buffer ETF - May worth $602K as of Q3 2026.
FT Vest U.S. Equity Dual Directional Buffer ETF - May was a new CreativeOne Wealth position in Q3 2026.
FT Vest U.S. Equity Dual Directional Buffer ETF - May made up 0.01% of CreativeOne Wealth's portfolio in Q3 2026, its #735 holding.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Dual Directional Buffer ETF - May as of Q3 2026.

Based on CreativeOne Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.