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Next Financial Group’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Next Financial Group’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
Q4 		$164K Hold
4,288
– – 0.01% 971
2021
Q3 		$156K Buy
4,288
+589
+16% +$21.7K 0.01% 942
2021
Q2 		$134K Buy
+3,699
New +$131K 0.01% 975

Other funds holding FMAY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Next Financial Group's FMAY Position: Q4 2021 in Review

Next Financial Group held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q4 2021 at 4,288 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #971.

Next Financial Group first reported a position in FMAY in Q2 2021 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold FMAY as of Q4 2021.

  • Next Financial Group held 4,288 shares of FT Vest US Equity Buffer ETF May worth $164K as of Q4 2021.
  • Next Financial Group left its FT Vest US Equity Buffer ETF May share count unchanged in Q4 2021.
  • FT Vest US Equity Buffer ETF May made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #971 holding.
  • Next Financial Group first reported a position in FT Vest US Equity Buffer ETF May in Q2 2021 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.