First Heartland Consultants’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

First Heartland Consultants’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	$208K	Buy	+3,698	New	+$205K	0.01%	566
2024 Q1	–	Sell	-5,277	Closed	-$219K	–	429
2023 Q4	$219K	Sell	5,277 -493	-9%	-$19.5K	0.03%	341
2023 Q3	$221K	Sell	5,770 -7,469	-56%	-$292K	0.03%	347
2023 Q2	$516K	Buy	+13,239	New	+$495K	0.07%	208

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

First Heartland Consultants's FMAY Position: Q2 2026 in Review

First Heartland Consultants opened a new position in FT Vest US Equity Buffer ETF May (FMAY) in Q2 2026: 3,698 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in FMAY as recently as Q4 2023.

First Heartland Consultants first reported a position in FMAY in Q2 2023 and has held it in 4 quarters since. The position peaked at $516K in Q2 2023. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

First Heartland Consultants held 3,698 shares of FT Vest US Equity Buffer ETF May worth $208K as of Q2 2026.
FT Vest US Equity Buffer ETF May was a new First Heartland Consultants position in Q2 2026.
FT Vest US Equity Buffer ETF May made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #566 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Buffer ETF May in Q2 2023 and has held it in 4 quarters since.
First Heartland Consultants's FT Vest US Equity Buffer ETF May position peaked at $516K in Q2 2023.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.