Patriot Financial Group Insurance Agency’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Patriot Financial Group Insurance Agency’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	-495	Closed	-$17K	–	944
2022 Q2	$17K	Buy	495 +25	+5%	+$898	﹤0.01%	1060
2022 Q1	$18K	Sell	470 -4,720	-91%	-$176K	﹤0.01%	1119
2021 Q4	$199K	Hold	5,190	–	–	0.03%	447
2021 Q3	$189K	Buy	5,190 +177	+4%	+$6.51K	0.03%	463
2021 Q2	$181K	Buy	+5,013	New	+$178K	0.03%	453

Other funds holding FMAY

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.94% 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 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

Patriot Financial Group Insurance Agency's FMAY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q3 2022, closing a stake of 495 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in FMAY in Q2 2021 and held it in 5 quarters. The position peaked at $199K in Q4 2021. 79 funds tracked by Wall St. Rank hold FMAY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Buffer ETF May position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 495 FT Vest US Equity Buffer ETF May shares in Q3 2022, an estimated $17K.
Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Buffer ETF May in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's FT Vest US Equity Buffer ETF May position peaked at $199K in Q4 2021.
79 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.