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MBL Wealth’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

MBL Wealth’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
2025
Q4 		– Sell
-3,861
Closed -$202K – 297
2025
Q3 		$202K Sell
3,861
-300
-7% -$15.3K 0.02% 241
2025
Q2 		$208K Sell
4,161
-504
-11% -$23.7K 0.02% 228
2025
Q1 		$215K Sell
4,665
-3,282
-41% -$156K 0.02% 222
2024
Q4 		$377K Sell
7,947
-2,206
-22% -$104K 0.04% 150
2024
Q3 		$472K Sell
10,153
-340
-3% -$15.4K 0.05% 138
2024
Q2 		$469K Buy
10,493
+1,820
+21% +$79.5K 0.05% 131
2024
Q1 		$375K Sell
8,673
-16,055
-65% -$680K 0.04% 141
2023
Q4 		$1.02M Buy
+24,728
New +$976K 0.13% 81

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth's FMAY Position: Q4 2025 in Review

MBL Wealth sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2025, closing a stake of 3,861 shares — an estimated $202K sold.

MBL Wealth first reported a position in FMAY in Q4 2023 and held it in 8 quarters. The position peaked at $1.02M in Q4 2023. 124 funds tracked by Wall St. Rank hold FMAY as of Q4 2025.

  • MBL Wealth reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2025 after selling out during the quarter.
  • MBL Wealth sold 3,861 FT Vest US Equity Buffer ETF May shares in Q4 2025, an estimated $202K.
  • MBL Wealth first reported a position in FT Vest US Equity Buffer ETF May in Q4 2023 and held it in 8 quarters.
  • MBL Wealth's FT Vest US Equity Buffer ETF May position peaked at $1.02M in Q4 2023.
  • 124 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2025.

Based on MBL Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.