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Gladstone Institutional Advisory’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Gladstone Institutional Advisory’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
2023
Q1 		– Sell
-18,007
Closed -$633K – 673
2022
Q4 		$633K Buy
+18,007
New +$632K 0.04% 353

Other funds holding FMAY

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Gladstone Institutional Advisory's FMAY Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2023, closing a stake of 18,007 shares — an estimated $633K sold.

Gladstone Institutional Advisory first reported a position in FMAY in Q4 2022 and held it in 1 quarter. The position peaked at $633K in Q4 2022. 76 funds tracked by Wall St. Rank hold FMAY as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 18,007 FT Vest US Equity Buffer ETF May shares in Q1 2023, an estimated $633K.
  • Gladstone Institutional Advisory first reported a position in FT Vest US Equity Buffer ETF May in Q4 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's FT Vest US Equity Buffer ETF May position peaked at $633K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.