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Sequent Planning’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Sequent Planning’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
2026
Q1 		– Sell
-9,446
Closed -$427K – 245
2025
Q4 		$427K Sell
9,446
-154
-2% -$6.88K 0.11% 132
2025
Q3 		$425K Buy
9,600
+3,064
+47% +$134K 0.12% 130
2025
Q2 		$280K Buy
+6,536
New +$265K 0.09% 131

Other funds holding DMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sequent Planning's DMAY Position: Q1 2026 in Review

Sequent Planning sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q1 2026, closing a stake of 9,446 shares — an estimated $427K sold.

Sequent Planning first reported a position in DMAY in Q2 2025 and held it in 3 quarters. The position peaked at $427K in Q4 2025. 80 funds tracked by Wall St. Rank hold DMAY as of Q1 2026.

  • Sequent Planning reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q1 2026 after selling out during the quarter.
  • Sequent Planning sold 9,446 FT Vest US Equity Deep Buffer ETF May shares in Q1 2026, an estimated $427K.
  • Sequent Planning first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2025 and held it in 3 quarters.
  • Sequent Planning's FT Vest US Equity Deep Buffer ETF May position peaked at $427K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.