Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Concurrent Investment 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 Q2	$1.34M	Buy	23,810 +107	+0.5%	+$5.93K	0.01%	872
2026 Q1	$1.25M	Buy	23,703 +15,767	+199%	+$844K	0.01%	791
2025 Q4	$424K	Buy	7,936 +190	+2%	+$10K	﹤0.01%	1221
2025 Q3	$405K	Buy	7,746 +3,492	+82%	+$179K	0.01%	1016
2025 Q2	$213K	Buy	+4,254	New	+$200K	﹤0.01%	1238
2025 Q1	–	Sell	-4,254	Closed	-$202K	–	1269
2024 Q4	$202K	Buy	+4,254	New	+$201K	0.01%	995

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's FMAY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 0.45% in Q2 2026, buying an estimated $5.93K and bringing the position to 23,810 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #872.

Concurrent Investment Advisors first reported a position in FMAY in Q4 2024 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Concurrent Investment Advisors held 23,810 shares of FT Vest US Equity Buffer ETF May worth $1.34M as of Q2 2026.
Concurrent Investment Advisors bought 107 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $5.93K.
FT Vest US Equity Buffer ETF May made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #872 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q4 2024 and has held it in 6 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.