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

Atria Wealth Solutions’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
2025 Q2	$204K	Sell	4,075 -571	-12%	-$26.9K	﹤0.01%	1383
2025 Q1	$215K	Sell	4,646 -20,139	-81%	-$959K	﹤0.01%	1678
2024 Q4	$1.18M	Sell	24,785 -3,851	-13%	-$182K	0.01%	868
2024 Q3	$1.33M	Sell	28,636 -3,259	-10%	-$147K	0.01%	812
2024 Q2	$1.42M	Buy	31,895 +8,822	+38%	+$385K	0.02%	751
2024 Q1	$997K	Buy	23,073 +805	+4%	+$34.1K	0.01%	913
2023 Q4	$923K	Buy	22,268 +2,347	+12%	+$92.6K	0.01%	897
2023 Q3	$763K	Buy	19,921 +308	+2%	+$12K	0.01%	935
2023 Q2	$764K	Buy	19,613 +6,401	+48%	+$239K	0.01%	966
2023 Q1	$487K	Buy	+13,212	New	+$478K	0.01%	1154
2022 Q4	–	Sell	-11,668	Closed	-$388K	–	1819
2022 Q3	$388K	Buy	11,668 +713	+7%	+$25.4K	0.01%	1162
2022 Q2	$377K	Buy	+10,955	New	+$393K	0.01%	1100

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Atria Wealth Solutions's FMAY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 12% in Q2 2025, selling an estimated $26.9K and leaving 4,075 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Atria Wealth Solutions first reported a position in FMAY in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.42M in Q2 2024. 119 funds tracked by Wall St. Rank hold FMAY as of Q2 2025.

Atria Wealth Solutions held 4,075 shares of FT Vest US Equity Buffer ETF May worth $204K as of Q2 2025.
Atria Wealth Solutions sold 571 FT Vest US Equity Buffer ETF May shares in Q2 2025, an estimated $26.9K.
FT Vest US Equity Buffer ETF May made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1383 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF May position peaked at $1.42M in Q2 2024.
119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.