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Legacy Private Trust’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Legacy Private Trust’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
Q4 		– Sell
-5,705
Closed -$265K – 243
2024
Q3 		$265K Buy
5,705
+391
+7% +$17.7K 0.02% 216
2024
Q2 		$237K Buy
+5,314
New +$232K 0.02% 217
2023
Q2 		– Sell
-5,697
Closed -$210K – 228
2023
Q1 		$210K Sell
5,697
-17,739
-76% -$642K 0.02% 222
2022
Q4 		$824K Buy
+23,436
New +$823K 0.07% 149
2022
Q2 		– Sell
-20,465
Closed -$779K – 232
2022
Q1 		$779K Sell
20,465
-4,516
-18% -$169K 0.06% 161
2021
Q4 		$956K Sell
24,981
-17,815
-42% -$670K 0.07% 153
2021
Q3 		$1.55M Sell
42,796
-8,377
-16% -$308K 0.13% 121
2021
Q2 		$1.85M Sell
51,173
-6,869
-12% -$244K 0.16% 110
2021
Q1 		$2.04M Buy
58,042
+46,191
+390% +$1.61M 0.18% 102
2020
Q4 		$409K Buy
+11,851
New +$401K 0.04% 189

Other funds holding FMAY

FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Legacy Private Trust's FMAY Position: Q4 2024 in Review

Legacy Private Trust sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2024, closing a stake of 5,705 shares — an estimated $265K sold.

Legacy Private Trust first reported a position in FMAY in Q4 2020 and held it in 10 quarters. The position peaked at $2.04M in Q1 2021. 122 funds tracked by Wall St. Rank hold FMAY as of Q4 2024.

  • Legacy Private Trust reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2024 after selling out during the quarter.
  • Legacy Private Trust sold 5,705 FT Vest US Equity Buffer ETF May shares in Q4 2024, an estimated $265K.
  • Legacy Private Trust first reported a position in FT Vest US Equity Buffer ETF May in Q4 2020 and held it in 10 quarters.
  • Legacy Private Trust's FT Vest US Equity Buffer ETF May position peaked at $2.04M in Q1 2021.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2024.

Based on Legacy Private Trust's 13F filing for Q4 2024, filed 8 Jan 2025.