DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

DHJJ Financial 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	$893K	Buy	15,888 +2,738	+21%	+$152K	0.26%	73
2026 Q1	$694K	Sell	13,150 -1,585	-11%	-$84.9K	0.23%	79
2025 Q4	$788K	Hold	14,735	–	–	0.26%	75
2025 Q3	$770K	Sell	14,735 -45	-0.3%	-$2.3K	0.26%	75
2025 Q2	$739K	Buy	14,780 +5,551	+60%	+$261K	0.27%	74
2025 Q1	$426K	Hold	9,229	–	–	0.17%	101
2024 Q4	$438K	Sell	9,229 -60	-0.6%	-$2.83K	0.17%	103
2024 Q3	$432K	Hold	9,289	–	–	0.17%	103
2024 Q2	$415K	Buy	9,289 +4,307	+86%	+$188K	0.18%	101
2024 Q1	$215K	Sell	4,982 -625	-11%	-$26.5K	0.1%	137
2023 Q4	$232K	Sell	5,607 -470	-8%	-$18.6K	0.11%	128
2023 Q3	$233K	Sell	6,077 -535	-8%	-$20.9K	0.12%	119
2023 Q2	$258K	Buy	6,612 +111	+2%	+$4.15K	0.13%	123
2023 Q1	$239K	Sell	6,501 -150	-2%	-$5.43K	0.13%	125
2022 Q4	$234K	Hold	6,651	–	–	0.13%	124
2022 Q3	$221K	Sell	6,651 -430	-6%	-$15.3K	0.13%	119
2022 Q2	$243K	Buy	+7,081	New	+$254K	0.14%	116

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

DHJJ Financial Advisors's FMAY Position: Q2 2026 in Review

DHJJ Financial Advisors increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 21% in Q2 2026, buying an estimated $152K and bringing the position to 15,888 shares worth $893K. The position accounts for 0.26% of the portfolio, ranked #73.

DHJJ Financial Advisors first reported a position in FMAY in Q2 2022 and has held it in 17 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

DHJJ Financial Advisors held 15,888 shares of FT Vest US Equity Buffer ETF May worth $893K as of Q2 2026.
DHJJ Financial Advisors bought 2,738 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $152K.
FT Vest US Equity Buffer ETF May made up 0.26% of DHJJ Financial Advisors's portfolio in Q2 2026, its #73 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 17 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.