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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Capital Analysts LLC's FMAY Position: Q2 2025 in Review

Capital Analysts LLC sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q2 2025, closing a stake of 2,402 shares — an estimated $111K sold.

Capital Analysts LLC first reported a position in FMAY in Q2 2022 and held it in 12 quarters. The position peaked at $114K in Q4 2024. 119 funds tracked by Wall St. Rank hold FMAY as of Q2 2025.

Capital Analysts LLC reported no remaining FT Vest US Equity Buffer ETF May position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 2,402 FT Vest US Equity Buffer ETF May shares in Q2 2025, an estimated $111K.
Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and held it in 12 quarters.
Capital Analysts LLC's FT Vest US Equity Buffer ETF May position peaked at $114K in Q4 2024.
119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.