Foundations Investment Advisors’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

Foundations Investment Advisors’s Portfolio XMAY Stock Details XMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$633K	Sell	17,532 -500	-3%	-$17.9K	0.01%	703
2026 Q1	$630K	Sell	18,032 -55	-0.3%	-$1.93K	0.01%	645
2025 Q4	$631K	Sell	18,087 -117	-0.6%	-$4.03K	0.01%	633
2025 Q3	$623K	Sell	18,204 -1,975	-10%	-$66.7K	0.01%	598
2025 Q2	$672K	Buy	20,179 +1,060	+6%	+$34K	0.01%	513
2025 Q1	$605K	Sell	19,119 -333	-2%	-$10.6K	0.01%	525
2024 Q4	$614K	Sell	19,452 -833	-4%	-$26.1K	0.01%	505
2024 Q3	$630K	Buy	+20,285	New	+$618K	0.01%	468

Other funds holding XMAY

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Foundations Investment Advisors reduced its FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) stake by 2.8% in Q2 2026, selling an estimated $17.9K and leaving 17,532 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #703.

Foundations Investment Advisors first reported a position in XMAY in Q3 2024 and has held it in 8 quarters since. The position peaked at $672K in Q2 2025. 20 funds tracked by Wall St. Rank hold XMAY as of Q2 2026.

Foundations Investment Advisors held 17,532 shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May worth $633K as of Q2 2026.
Foundations Investment Advisors sold 500 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q2 2026, an estimated $17.9K.
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #703 holding.
Foundations Investment Advisors first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q3 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $672K in Q2 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q2 2026.

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