Echo Wealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Echo Wealth Management’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 Q3	–	Sell	-6,633	Closed	-$229K	–	40
2023 Q2	$229K	Buy	+6,633	New	+$220K	0.25%	38
2023 Q1	–	Sell	-6,350	Closed	-$203K	–	42
2022 Q4	$203K	Sell	6,350 -1,432	-18%	-$44.7K	0.22%	41
2022 Q3	$241K	Buy	+7,782	New	+$246K	0.32%	37

Other funds holding DMAY

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 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

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

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

Echo Wealth Management's DMAY Position: Q3 2023 in Review

Echo Wealth Management sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q3 2023, closing a stake of 6,633 shares — an estimated $229K sold.

Echo Wealth Management first reported a position in DMAY in Q3 2022 and held it in 3 quarters. The position peaked at $241K in Q3 2022. 57 funds tracked by Wall St. Rank hold DMAY as of Q3 2023.

Echo Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q3 2023 after selling out during the quarter.
Echo Wealth Management sold 6,633 FT Vest US Equity Deep Buffer ETF May shares in Q3 2023, an estimated $229K.
Echo Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2022 and held it in 3 quarters.
Echo Wealth Management's FT Vest US Equity Deep Buffer ETF May position peaked at $241K in Q3 2022.
57 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q3 2023.

Based on Echo Wealth Management's 13F filing for Q3 2023, filed 20 Oct 2023.