B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

B. Riley Wealth Advisors’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	-5,448	Closed	-$258K	–	1349
2024 Q4	$258K	Sell	5,448 -10,560	-66%	-$499K	0.01%	931
2024 Q3	$743K	Hold	16,008	–	–	0.02%	594
2024 Q2	$715K	Buy	16,008 +4,418	+38%	+$193K	0.02%	664
2024 Q1	$444K	Hold	11,590	–	–	0.01%	852
2023 Q4	$480K	Hold	11,590	–	–	0.01%	836
2023 Q3	$444K	Hold	11,590	–	–	0.01%	852
2023 Q2	$452K	Sell	11,590 -5,000	-30%	-$187K	0.01%	900
2023 Q1	$611K	Hold	16,590	–	–	0.02%	728
2022 Q4	$583K	Sell	16,590 -32,440	-66%	-$1.14M	0.02%	730
2022 Q3	$1.63M	Buy	+49,030	New	+$1.75M	0.05%	359

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

B. Riley Wealth Advisors's FMAY Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2025, closing a stake of 5,448 shares — an estimated $258K sold.

B. Riley Wealth Advisors first reported a position in FMAY in Q3 2022 and held it in 10 quarters. The position peaked at $1.63M in Q3 2022. 107 funds tracked by Wall St. Rank hold FMAY as of Q1 2025.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,448 FT Vest US Equity Buffer ETF May shares in Q1 2025, an estimated $258K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q3 2022 and held it in 10 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Buffer ETF May position peaked at $1.63M in Q3 2022.
107 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.