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Money Concepts Capital’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,261
Closed -$115K – 1349
2022
Q4 		$115K Buy
+3,261
New +$115K 0.01% 912
2022
Q2 		– Sell
-3,100
Closed -$118K – 1851
2022
Q1 		$118K Buy
+3,100
New +$116K 0.01% 928

Other funds holding FMAY

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Money Concepts Capital's FMAY Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2023, closing a stake of 3,261 shares — an estimated $115K sold.

Money Concepts Capital first reported a position in FMAY in Q1 2022 and held it in 2 quarters. The position peaked at $118K in Q1 2022. 76 funds tracked by Wall St. Rank hold FMAY as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,261 FT Vest US Equity Buffer ETF May shares in Q1 2023, an estimated $115K.
  • Money Concepts Capital first reported a position in FT Vest US Equity Buffer ETF May in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FT Vest US Equity Buffer ETF May position peaked at $118K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.