Tradition Wealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-3,037	Closed	-$110K	–	592
2023 Q4	$110K	Hold	3,037	–	–	0.01%	446
2023 Q3	$103K	Sell	3,037 -1,557	-34%	-$53.5K	0.01%	427
2023 Q2	$158K	Hold	4,594	–	–	0.02%	349
2023 Q1	$150K	Sell	4,594 -624	-12%	-$20K	0.02%	347
2022 Q4	$163K	Hold	5,218	–	–	0.02%	294
2022 Q3	$157K	Sell	5,218 -165	-3%	-$5.21K	0.02%	293
2022 Q2	$166K	Buy	+5,383	New	+$175K	0.02%	287

Other funds holding DMAY

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Tradition Wealth Management's DMAY Position: Q1 2024 in Review

Tradition Wealth Management sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q1 2024, closing a stake of 3,037 shares — an estimated $110K sold.

Tradition Wealth Management first reported a position in DMAY in Q2 2022 and held it in 7 quarters. The position peaked at $166K in Q2 2022. 48 funds tracked by Wall St. Rank hold DMAY as of Q1 2024.

Tradition Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,037 FT Vest US Equity Deep Buffer ETF May shares in Q1 2024, an estimated $110K.
Tradition Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2022 and held it in 7 quarters.
Tradition Wealth Management's FT Vest US Equity Deep Buffer ETF May position peaked at $166K in Q2 2022.
48 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.