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Kestra Private Wealth Services’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Kestra Private Wealth Services’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
-7,500
Closed -$271K – 1320
2023
Q4 		$271K Hold
7,500
– – 0.01% 993
2023
Q3 		$254K Buy
+7,500
New +$258K 0.01% 943

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Private Wealth Services's DMAY Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q1 2024, closing a stake of 7,500 shares — an estimated $271K sold.

Kestra Private Wealth Services first reported a position in DMAY in Q3 2023 and held it in 2 quarters. The position peaked at $271K in Q4 2023. 48 funds tracked by Wall St. Rank hold DMAY as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,500 FT Vest US Equity Deep Buffer ETF May shares in Q1 2024, an estimated $271K.
  • Kestra Private Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2023 and held it in 2 quarters.
  • Kestra Private Wealth Services's FT Vest US Equity Deep Buffer ETF May position peaked at $271K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.