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Global Retirement Partners’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Global Retirement Partners’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
-1,760
Closed -$73K – 3423
2023
Q4 		$73K Sell
1,760
-70
-4% -$2.76K ﹤0.01% 1195
2023
Q3 		$69.9K Buy
+1,830
New +$71.6K ﹤0.01% 1091

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

Global Retirement Partners's FMAY Position: Q1 2024 in Review

Global Retirement Partners sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2024, closing a stake of 1,760 shares — an estimated $73K sold.

Global Retirement Partners first reported a position in FMAY in Q3 2023 and held it in 2 quarters. The position peaked at $73K in Q4 2023. 85 funds tracked by Wall St. Rank hold FMAY as of Q1 2024.

  • Global Retirement Partners reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1,760 FT Vest US Equity Buffer ETF May shares in Q1 2024, an estimated $73K.
  • Global Retirement Partners first reported a position in FT Vest US Equity Buffer ETF May in Q3 2023 and held it in 2 quarters.
  • Global Retirement Partners's FT Vest US Equity Buffer ETF May position peaked at $73K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.