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Capital Analysts LLC’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Capital Analysts LLC’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 		– Sell
-2,402
Closed -$111K – 1398
2025
Q1 		$111K Hold
2,402
– – ﹤0.01% 620
2024
Q4 		$114K Hold
2,402
– – ﹤0.01% 584
2024
Q3 		$112K Hold
2,402
– – ﹤0.01% 567
2024
Q2 		$107K Sell
2,402
-247
-9% -$10.8K ﹤0.01% 557
2024
Q1 		$114K Hold
2,649
– – 0.01% 528
2023
Q4 		$110K Hold
2,649
– – 0.01% 512
2023
Q3 		$101K Hold
2,649
– – 0.01% 479
2023
Q2 		$103K Sell
2,649
-99
-4% -$3.7K 0.01% 469
2023
Q1 		$101K Hold
2,748
– – 0.01% 469
2022
Q4 		$97K Hold
2,748
– – 0.01% 508
2022
Q3 		$91K Hold
2,748
– – 0.01% 467
2022
Q2 		$94K Buy
+2,748
New +$98.7K 0.01% 440

Other funds holding FMAY

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FWA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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