BFC Planning, Inc.’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

BFC Planning, Inc.’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 Q1	–	Sell	-850	Closed	-$29.6K	–	3370
2025 Q4	$29.6K	Sell	850 -650	-43%	-$22.4K	﹤0.01%	1577
2025 Q3	$51.4K	Hold	1,500	–	–	﹤0.01%	1175
2025 Q2	$50K	Buy	+1,500	New	+$48.1K	﹤0.01%	1129

Other funds holding XMAY

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

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

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

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

BFC Planning, Inc.'s XMAY Position: Q1 2026 in Review

BFC Planning, Inc. sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q1 2026, closing a stake of 850 shares — an estimated $29.6K sold.

BFC Planning, Inc. first reported a position in XMAY in Q2 2025 and held it in 3 quarters. The position peaked at $51.4K in Q3 2025. 18 funds tracked by Wall St. Rank hold XMAY as of Q1 2026.

BFC Planning, Inc. reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q1 2026 after selling out during the quarter.
BFC Planning, Inc. sold 850 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q1 2026, an estimated $29.6K.
BFC Planning, Inc. first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q2 2025 and held it in 3 quarters.
BFC Planning, Inc.'s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $51.4K in Q3 2025.
18 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.