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OneDigital Investment Advisors’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-5,084
Closed -$203K – 1429
2024
Q3 		$203K Buy
+5,084
New +$198K ﹤0.01% 1361

Other funds holding DMAY

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

OneDigital Investment Advisors's DMAY Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q4 2024, closing a stake of 5,084 shares — an estimated $203K sold.

OneDigital Investment Advisors first reported a position in DMAY in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 74 funds tracked by Wall St. Rank hold DMAY as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,084 FT Vest US Equity Deep Buffer ETF May shares in Q4 2024, an estimated $203K.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's FT Vest US Equity Deep Buffer ETF May position peaked at $203K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.