WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

WealthPLAN Partners’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
2020 Q4	–	Sell	-11,619	Closed	-$377K	–	341
2020 Q3	$377K	Buy	+11,619	New	+$369K	0.04%	225

Other funds holding DMAY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's DMAY Position: Q4 2020 in Review

WealthPLAN Partners sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q4 2020, closing a stake of 11,619 shares — an estimated $377K sold.

WealthPLAN Partners first reported a position in DMAY in Q3 2020 and held it in 1 quarter. The position peaked at $377K in Q3 2020. 6 funds tracked by Wall St. Rank hold DMAY as of Q4 2020.

WealthPLAN Partners reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q4 2020 after selling out during the quarter.
WealthPLAN Partners sold 11,619 FT Vest US Equity Deep Buffer ETF May shares in Q4 2020, an estimated $377K.
WealthPLAN Partners first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2020 and held it in 1 quarter.
WealthPLAN Partners's FT Vest US Equity Deep Buffer ETF May position peaked at $377K in Q3 2020.
6 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q4 2020.

Based on WealthPLAN Partners's 13F filing for Q4 2020, filed 9 Feb 2021.