KWA
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Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Kingswood Wealth Advisors’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 		$589K Sell
11,158
-579
-5% -$31K 0.03% 509
2025
Q4 		$627K Sell
11,737
-735
-6% -$38.7K 0.03% 467
2025
Q3 		$652K Sell
12,472
-4,375
-26% -$224K 0.04% 412
2025
Q2 		$843K Buy
16,847
+638
+4% +$30.1K 0.07% 296
2025
Q1 		$749K Sell
16,209
-6,615
-29% -$315K 0.07% 310
2024
Q4 		$1.08M Buy
22,824
+8,320
+57% +$393K 0.08% 253
2024
Q3 		$674K Buy
+14,504
New +$656K 0.05% 381
2023
Q3 		– Sell
-11,900
Closed -$464K – 450
2023
Q2 		$464K Buy
+11,900
New +$445K 0.15% 145

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KWS
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RFG
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