Clear Point Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Clear Point 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
2026 Q1	$1.45M	Sell	27,528 -1,869	-6%	-$100K	1.13%	21
2025 Q4	$1.57M	Sell	29,397 -6,298	-18%	-$332K	1.22%	17
2025 Q3	$1.86M	Sell	35,695 -513	-1%	-$26.2K	1.45%	15
2025 Q2	$1.81M	Hold	36,208	–	–	1.53%	16
2025 Q1	$1.67M	Sell	36,208 -9,167	-20%	-$437K	1.5%	15
2024 Q4	$2.15M	Sell	45,375 -9,287	-17%	-$439K	1.84%	14
2024 Q3	$2.54M	Buy	54,662 +9,161	+20%	+$414K	1.97%	11
2024 Q2	$2.03M	Buy	+45,501	New	+$1.99M	1.67%	12

Other funds holding FMAY

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Point Advisors's FMAY Position: Q1 2026 in Review

Clear Point Advisors reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 6.4% in Q1 2026, selling an estimated $100K and leaving 27,528 shares worth $1.45M. The position accounts for 1.13% of the portfolio, ranked #21.

Clear Point Advisors first reported a position in FMAY in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q3 2024. 129 funds tracked by Wall St. Rank hold FMAY as of Q1 2026.

Clear Point Advisors held 27,528 shares of FT Vest US Equity Buffer ETF May worth $1.45M as of Q1 2026.
Clear Point Advisors sold 1,869 FT Vest US Equity Buffer ETF May shares in Q1 2026, an estimated $100K.
FT Vest US Equity Buffer ETF May made up 1.13% of Clear Point Advisors's portfolio in Q1 2026, its #21 holding.
Clear Point Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2024 and has held it in 8 quarters since.
Clear Point Advisors's FT Vest US Equity Buffer ETF May position peaked at $2.54M in Q3 2024.
129 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.