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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Evergreen Wealth Solutions’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 		$823K Buy
15,584
+620
+4% +$33.2K 0.06% 186
2025
Q4 		$800K Buy
+14,964
New +$788K 0.11% 94

Other funds holding FMAY

FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Raymond James Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evergreen Wealth Solutions's FMAY Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 4.1% in Q1 2026, buying an estimated $33.2K and bringing the position to 15,584 shares worth $823K. The position accounts for 0.06% of the portfolio, ranked #186.

Evergreen Wealth Solutions first reported a position in FMAY in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold FMAY as of Q1 2026.

  • Evergreen Wealth Solutions held 15,584 shares of FT Vest US Equity Buffer ETF May worth $823K as of Q1 2026.
  • Evergreen Wealth Solutions bought 620 FT Vest US Equity Buffer ETF May shares in Q1 2026, an estimated $33.2K.
  • FT Vest US Equity Buffer ETF May made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #186 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF May in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.