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

Foundations 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	$310K	Buy	5,518 +192	+4%	+$10.6K	﹤0.01%	953
2026 Q1	$281K	Hold	5,326	–	–	﹤0.01%	937
2025 Q4	$285K	Buy	5,326 +110	+2%	+$5.79K	﹤0.01%	916
2025 Q3	$273K	Sell	5,216 -878	-14%	-$44.9K	﹤0.01%	890
2025 Q2	$305K	Buy	+6,094	New	+$287K	﹤0.01%	734
2023 Q4	–	Sell	-14,750	Closed	-$565K	–	688
2023 Q3	$565K	Sell	14,750 -970	-6%	-$37.9K	0.02%	365
2023 Q2	$613K	Buy	+15,720	New	+$588K	0.02%	329

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Foundations Investment Advisors increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 3.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 5,518 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Foundations Investment Advisors first reported a position in FMAY in Q2 2023 and has held it in 7 quarters since. The position peaked at $613K in Q2 2023. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Foundations Investment Advisors held 5,518 shares of FT Vest US Equity Buffer ETF May worth $310K as of Q2 2026.
Foundations Investment Advisors bought 192 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $10.6K.
FT Vest US Equity Buffer ETF May made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #953 holding.
Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2023 and has held it in 7 quarters since.
Foundations Investment Advisors's FT Vest US Equity Buffer ETF May position peaked at $613K in Q2 2023.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.