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Oxler Private Wealth’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-800
Closed -$76.5K – 181
2022
Q3 		$76.5K Buy
+800
New +$28.5K 0.04% 159

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Oxler Private Wealth's FMAY Position: Q4 2022 in Review

Oxler Private Wealth sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2022, closing a stake of 800 shares — an estimated $76.5K sold.

Oxler Private Wealth first reported a position in FMAY in Q3 2022 and held it in 1 quarter. The position peaked at $76.5K in Q3 2022. 77 funds tracked by Wall St. Rank hold FMAY as of Q4 2022.

  • Oxler Private Wealth reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 800 FT Vest US Equity Buffer ETF May shares in Q4 2022, an estimated $76.5K.
  • Oxler Private Wealth first reported a position in FT Vest US Equity Buffer ETF May in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's FT Vest US Equity Buffer ETF May position peaked at $76.5K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.