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

WealthSource 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
2022
Q4 		– Sell
-20,600
Closed -$620K – 492
2022
Q3 		$620K Hold
20,600
– – 0.05% 260
2022
Q2 		$636K Buy
+20,600
New +$670K 0.05% 261

Other funds holding DMAY

RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthSource Partners's DMAY Position: Q4 2022 in Review

WealthSource Partners sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q4 2022, closing a stake of 20,600 shares — an estimated $620K sold.

WealthSource Partners first reported a position in DMAY in Q2 2022 and held it in 2 quarters. The position peaked at $636K in Q2 2022. 49 funds tracked by Wall St. Rank hold DMAY as of Q4 2022.

  • WealthSource Partners reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 20,600 FT Vest US Equity Deep Buffer ETF May shares in Q4 2022, an estimated $620K.
  • WealthSource Partners first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2022 and held it in 2 quarters.
  • WealthSource Partners's FT Vest US Equity Deep Buffer ETF May position peaked at $636K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.