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

FSB Premier 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
2024 Q1	–	Sell	-10,855	Closed	-$392K	–	183
2023 Q4	$392K	Sell	10,855 -300	-3%	-$10.4K	0.2%	102
2023 Q3	$378K	Hold	11,155	–	–	0.21%	98
2023 Q2	$383K	Sell	11,155 -1,254	-10%	-$41.6K	0.21%	96
2023 Q1	$405K	Sell	12,409 -1,171	-9%	-$37.5K	0.23%	91
2022 Q4	$425K	Hold	13,580	–	–	0.23%	89
2022 Q3	$408K	Hold	13,580	–	–	0.24%	82
2022 Q2	$418K	Buy	+13,580	New	+$442K	0.23%	84
2022 Q1	–	Sell	-1,500	Closed	-$52K	–	233
2021 Q4	$52K	Buy	+1,500	New	+$51.6K	0.02%	228

Other funds holding DMAY

RFG

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

TLA

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

KAS

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

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

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

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FSB Premier Wealth Management's DMAY Position: Q1 2024 in Review

FSB Premier Wealth Management sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q1 2024, closing a stake of 10,855 shares — an estimated $392K sold.

FSB Premier Wealth Management first reported a position in DMAY in Q4 2021 and held it in 8 quarters. The position peaked at $425K in Q4 2022. 48 funds tracked by Wall St. Rank hold DMAY as of Q1 2024.

FSB Premier Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q1 2024 after selling out during the quarter.
FSB Premier Wealth Management sold 10,855 FT Vest US Equity Deep Buffer ETF May shares in Q1 2024, an estimated $392K.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q4 2021 and held it in 8 quarters.
FSB Premier Wealth Management's FT Vest US Equity Deep Buffer ETF May position peaked at $425K in Q4 2022.
48 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q1 2024.

Based on FSB Premier Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.