LPL Financial
FMAY icon

LPL Financial’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

LPL Financial’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 		$11.1M Buy
196,889
+107,765
+121% +$5.97M ﹤0.01% 2044
2026
Q1 		$4.71M Sell
89,124
-3,234
-4% -$173K ﹤0.01% 2679
2025
Q4 		$4.94M Sell
92,358
-5,084
-5% -$268K ﹤0.01% 2547
2025
Q3 		$5.09M Sell
97,442
-6,788
-7% -$347K ﹤0.01% 2443
2025
Q2 		$5.21M Sell
104,230
-3,305
-3% -$156K ﹤0.01% 2265
2025
Q1 		$4.97M Buy
107,535
+6
+0% +$286 ﹤0.01% 2151
2024
Q4 		$5.1M Buy
107,529
+1,306
+1% +$61.7K ﹤0.01% 2069
2024
Q3 		$4.94M Sell
106,223
-1,040
-1% -$47K ﹤0.01% 2003
2024
Q2 		$4.79M Sell
107,263
-492
-0.5% -$21.5K ﹤0.01% 1887
2024
Q1 		$4.66M Buy
107,755
+5,957
+6% +$252K ﹤0.01% 1848
2023
Q4 		$4.22M Buy
101,798
+7,715
+8% +$305K ﹤0.01% 1800
2023
Q3 		$3.6M Buy
94,083
+73,558
+358% +$2.88M ﹤0.01% 1810
2023
Q2 		$800K Buy
20,525
+1,842
+10% +$68.9K ﹤0.01% 3036
2023
Q1 		$688K Sell
18,683
-41,889
-69% -$1.52M ﹤0.01% 3071
2022
Q4 		$2.13M Buy
60,572
+47,575
+366% +$1.67M ﹤0.01% 2027
2022
Q3 		$432K Buy
12,997
+948
+8% +$33.8K ﹤0.01% 3289
2022
Q2 		$414K Buy
+12,049
New +$433K ﹤0.01% 3367

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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial's FMAY Position: Q2 2026 in Review

LPL Financial increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 121% in Q2 2026, buying an estimated $5.97M and bringing the position to 196,889 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

LPL Financial first reported a position in FMAY in Q2 2022 and has held it in 17 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

  • LPL Financial held 196,889 shares of FT Vest US Equity Buffer ETF May worth $11.1M as of Q2 2026.
  • LPL Financial bought 107,765 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $5.97M.
  • FT Vest US Equity Buffer ETF May made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2044 holding.
  • LPL Financial first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 17 quarters since.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.