Avantax Advisory Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-7,220	Closed	-$342K	–	2265
2024 Q4	$342K	Sell	7,220 -4,229	-37%	-$200K	﹤0.01%	1697
2024 Q3	$532K	Sell	11,449 -6,451	-36%	-$292K	﹤0.01%	1371
2024 Q2	$799K	Buy	17,900 +10,235	+134%	+$447K	0.01%	1102
2024 Q1	$331K	Sell	7,665 -269	-3%	-$11.4K	﹤0.01%	1245
2023 Q4	$329K	Hold	7,934	–	–	﹤0.01%	1194
2023 Q3	$304K	Sell	7,934 -243	-3%	-$9.5K	﹤0.01%	1193
2023 Q2	$319K	Buy	8,177 +491	+6%	+$18.4K	﹤0.01%	1154
2023 Q1	$283K	Buy	+7,686	New	+$278K	﹤0.01%	1180
2022 Q1	–	Sell	-48,808	Closed	-$1.87M	–	1313
2021 Q4	$1.87M	Buy	48,808 +846	+2%	+$31.8K	0.03%	379
2021 Q3	$1.75M	Sell	47,962 -209	-0.4%	-$7.68K	0.03%	367
2021 Q2	$1.74M	Buy	+48,171	New	+$1.71M	0.03%	361

Other funds holding FMAY

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 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

RFG

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

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

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

KWS

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

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

Avantax Advisory Services's FMAY Position: Q1 2025 in Review

Avantax Advisory Services sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2025, closing a stake of 7,220 shares — an estimated $342K sold.

Avantax Advisory Services first reported a position in FMAY in Q2 2021 and held it in 11 quarters. The position peaked at $1.87M in Q4 2021. 107 funds tracked by Wall St. Rank hold FMAY as of Q1 2025.

Avantax Advisory Services reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 7,220 FT Vest US Equity Buffer ETF May shares in Q1 2025, an estimated $342K.
Avantax Advisory Services first reported a position in FT Vest US Equity Buffer ETF May in Q2 2021 and held it in 11 quarters.
Avantax Advisory Services's FT Vest US Equity Buffer ETF May position peaked at $1.87M in Q4 2021.
107 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.