FFS
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Founders Financial Securities’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Founders Financial Securities’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 		$1.93M Buy
35,503
+2,376
+7% +$127K 0.11% 180
2025
Q4 		$1.77M Buy
33,127
+2,925
+10% +$154K 0.1% 186
2025
Q3 		$1.58M Buy
30,202
+4,460
+17% +$228K 0.11% 183
2025
Q2 		$1.29M Buy
25,742
+3,032
+13% +$143K 0.1% 200
2025
Q1 		$1.03M Buy
22,710
+4,590
+25% +$219K 0.09% 212
2024
Q4 		$859K Buy
18,120
+3,189
+21% +$151K 0.08% 202
2024
Q3 		$694K Buy
14,931
+3,329
+29% +$151K 0.06% 222
2024
Q2 		$518K Buy
+11,602
New +$507K 0.05% 280

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 $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return