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Legacy Wealth Management (Idaho)’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		$644K Sell
11,463
-157
-1% -$8.7K 0.27% 95
2026
Q1 		$614K Hold
11,620
– – 0.31% 69
2025
Q4 		$621K Sell
11,620
-69,739
-86% -$3.67M 0.3% 66
2025
Q3 		$4.25M Buy
+81,359
New +$4.16M 1.92% 10

Other funds holding FMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FMAY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 1.4% in Q2 2026, selling an estimated $8.7K and leaving 11,463 shares worth $644K. The position accounts for 0.27% of the portfolio, ranked #95.

Legacy Wealth Management (Idaho) first reported a position in FMAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.25M in Q3 2025. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 11,463 shares of FT Vest US Equity Buffer ETF May worth $644K as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 157 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $8.7K.
  • FT Vest US Equity Buffer ETF May made up 0.27% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #95 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest US Equity Buffer ETF May in Q3 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s FT Vest US Equity Buffer ETF May position peaked at $4.25M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.