BFC Planning, Inc.’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

BFC Planning, Inc.’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	$126K	Hold	2,238	–	–	0.01%	1131
2026 Q1	$118K	Hold	2,238	–	–	0.01%	1050
2025 Q4	$120K	Sell	2,238 -5	-0.2%	-$263	0.01%	1049
2025 Q3	$117K	Sell	2,243 -5	-0.2%	-$256	0.01%	868
2025 Q2	$112K	Buy	2,248 +165	+8%	+$7.77K	0.01%	841
2025 Q1	$96.2K	Sell	2,083 -5	-0.2%	-$238	0.01%	888
2024 Q4	$99K	Buy	+2,088	New	+$98.7K	0.01%	876

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s FMAY Position: Q2 2026 in Review

BFC Planning, Inc. held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q2 2026 at 2,238 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #1131.

BFC Planning, Inc. first reported a position in FMAY in Q4 2024 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

BFC Planning, Inc. held 2,238 shares of FT Vest US Equity Buffer ETF May worth $126K as of Q2 2026.
BFC Planning, Inc. left its FT Vest US Equity Buffer ETF May share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF May made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1131 holding.
BFC Planning, Inc. first reported a position in FT Vest US Equity Buffer ETF May in Q4 2024 and has held it in 7 quarters since.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.