Mid Atlantic Financial Management’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$520K	Buy	14,300 +115	+0.8%	+$4.23K	0.03%	440
2021 Q2	$513K	Buy	14,185 +775	+6%	+$27.5K	0.03%	455
2021 Q1	$472K	Sell	13,410 -635	-5%	-$22.1K	0.03%	452
2020 Q4	$484K	Hold	14,045	–	–	0.04%	409
2020 Q3	$477K	Buy	14,045 +1,235	+10%	+$40.5K	0.04%	375
2020 Q2	$408K	Buy	+12,810	New	+$405K	0.04%	388

Other funds holding FMAY

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mid Atlantic Financial Management's FMAY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 0.81% in Q3 2021, buying an estimated $4.23K and bringing the position to 14,300 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #440.

Mid Atlantic Financial Management first reported a position in FMAY in Q2 2020 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold FMAY as of Q3 2021.

Mid Atlantic Financial Management held 14,300 shares of FT Vest US Equity Buffer ETF May worth $520K as of Q3 2021.
Mid Atlantic Financial Management bought 115 FT Vest US Equity Buffer ETF May shares in Q3 2021, an estimated $4.23K.
FT Vest US Equity Buffer ETF May made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #440 holding.
Mid Atlantic Financial Management first reported a position in FT Vest US Equity Buffer ETF May in Q2 2020 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.