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Freedom Investment Management’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Freedom Investment Management’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
2024
Q1 		– Sell
-722,571
Closed -$29.9M – 804
2023
Q4 		$29.9M Buy
+722,571
New +$28.5M 2.44% 5

Other funds holding FMAY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Freedom Investment Management's FMAY Position: Q1 2024 in Review

Freedom Investment Management sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2024, closing a stake of 722,571 shares — an estimated $29.9M sold.

Freedom Investment Management first reported a position in FMAY in Q4 2023 and held it in 1 quarter. The position peaked at $29.9M in Q4 2023. 85 funds tracked by Wall St. Rank hold FMAY as of Q1 2024.

  • Freedom Investment Management reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 722,571 FT Vest US Equity Buffer ETF May shares in Q1 2024, an estimated $29.9M.
  • Freedom Investment Management first reported a position in FT Vest US Equity Buffer ETF May in Q4 2023 and held it in 1 quarter.
  • Freedom Investment Management's FT Vest US Equity Buffer ETF May position peaked at $29.9M in Q4 2023.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.