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Cooper Financial Group’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Cooper Financial Group’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
2024
Q1 		– Sell
-7,825
Closed -$324K – 356
2023
Q4 		$324K Sell
7,825
-935
-11% -$36.9K 0.06% 262
2023
Q3 		$336K Sell
8,760
-280
-3% -$10.9K 0.08% 248
2023
Q2 		$352K Hold
9,040
– – 0.09% 232
2023
Q1 		$333K Sell
9,040
-46
-0.5% -$1.66K 0.09% 226
2022
Q4 		$320K Buy
+9,086
New +$319K 0.1% 210

Other funds holding FMAY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cooper Financial Group's FMAY Position: Q1 2024 in Review

Cooper Financial Group sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2024, closing a stake of 7,825 shares — an estimated $324K sold.

Cooper Financial Group first reported a position in FMAY in Q4 2022 and held it in 5 quarters. The position peaked at $352K in Q2 2023. 85 funds tracked by Wall St. Rank hold FMAY as of Q1 2024.

  • Cooper Financial Group reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2024 after selling out during the quarter.
  • Cooper Financial Group sold 7,825 FT Vest US Equity Buffer ETF May shares in Q1 2024, an estimated $324K.
  • Cooper Financial Group first reported a position in FT Vest US Equity Buffer ETF May in Q4 2022 and held it in 5 quarters.
  • Cooper Financial Group's FT Vest US Equity Buffer ETF May position peaked at $352K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2024.

Based on Cooper Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.