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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

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TFS
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.