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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 – 1820
2022
Q3 		$388K Buy
11,668
+713
+7% +$25.4K 0.01% 1162
2022
Q2 		$377K Buy
+10,955
New +$393K 0.01% 1100

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Commonwealth Equity Services
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Raymond James Financial
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AssetMark Inc
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return