Lloyd Advisory Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Lloyd Advisory Services’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
2022 Q3	–	Sell	-105,711	Closed	-$3.63M	–	50
2022 Q2	$3.63M	Buy	+105,711	New	+$3.8M	2.83%	9

Other funds holding FMAY

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

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

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Lloyd Advisory Services's FMAY Position: Q3 2022 in Review

Lloyd Advisory Services sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q3 2022, closing a stake of 105,711 shares — an estimated $3.63M sold.

Lloyd Advisory Services first reported a position in FMAY in Q2 2022 and held it in 1 quarter. The position peaked at $3.63M in Q2 2022. 79 funds tracked by Wall St. Rank hold FMAY as of Q3 2022.

Lloyd Advisory Services reported no remaining FT Vest US Equity Buffer ETF May position as of Q3 2022 after selling out during the quarter.
Lloyd Advisory Services sold 105,711 FT Vest US Equity Buffer ETF May shares in Q3 2022, an estimated $3.63M.
Lloyd Advisory Services first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and held it in 1 quarter.
Lloyd Advisory Services's FT Vest US Equity Buffer ETF May position peaked at $3.63M in Q2 2022.
79 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q3 2022.

Based on Lloyd Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.