Atria Investments’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Atria Investments’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
2026 Q2	$10M	Buy	+178,044	New	+$9.86M	0.1%	205
2025 Q3	–	Sell	-41,395	Closed	-$2.07M	–	2058
2025 Q2	$2.07M	Buy	+41,395	New	+$1.95M	0.02%	710
2024 Q4	–	Sell	-19,743	Closed	-$918K	–	1903
2024 Q3	$918K	Buy	19,743 +4,240	+27%	+$192K	0.01%	1013
2024 Q2	$692K	Buy	+15,503	New	+$677K	0.01%	1136
2021 Q4	–	Sell	-28,576	Closed	-$1.04M	–	862
2021 Q3	$1.04M	Buy	+28,576	New	+$1.05M	0.02%	772

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's FMAY Position: Q2 2026 in Review

Atria Investments opened a new position in FT Vest US Equity Buffer ETF May (FMAY) in Q2 2026: 178,044 shares worth $10M. The stake represents 0.1% of the portfolio and ranks #205 among its holdings. This is a return to the name: Atria Investments previously reported a position in FMAY as recently as Q2 2025.

Atria Investments first reported a position in FMAY in Q3 2021 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Atria Investments held 178,044 shares of FT Vest US Equity Buffer ETF May worth $10M as of Q2 2026.
FT Vest US Equity Buffer ETF May was a new Atria Investments position in Q2 2026.
FT Vest US Equity Buffer ETF May made up 0.1% of Atria Investments's portfolio in Q2 2026, its #205 holding.
Atria Investments first reported a position in FT Vest US Equity Buffer ETF May in Q3 2021 and has held it in 5 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.