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Harvest Investment Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Harvest Investment Services’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 		$675K Sell
12,779
-2,385
-16% -$128K 0.12% 166
2025
Q4 		$811K Sell
15,164
-414
-3% -$21.8K 0.15% 138
2025
Q3 		$814K Sell
15,578
-5,270
-25% -$269K 0.16% 145
2025
Q2 		$1.04M Buy
20,848
+7,599
+57% +$358K 0.23% 109
2025
Q1 		$612K Sell
13,249
-1,715
-11% -$81.7K 0.17% 135
2024
Q4 		$710K Hold
14,964
– – 0.17% 142
2024
Q3 		$696K Buy
14,964
+574
+4% +$26K 0.22% 115
2024
Q2 		$643K Buy
14,390
+8,985
+166% +$392K 0.25% 95
2024
Q1 		$234K Buy
+5,405
New +$229K 0.09% 152
2023
Q4 		– Sell
-20,089
Closed -$769K – 190
2023
Q3 		$769K Buy
20,089
+258
+1% +$10.1K 0.5% 58
2023
Q2 		$773K Buy
+19,831
New +$742K 0.44% 70

Other funds holding FMAY

FWA
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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