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

Nations Financial Group’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
Q2 		– Sell
-6,476
Closed -$239K – 626
2023
Q1 		$239K Sell
6,476
-4,583
-41% -$166K 0.03% 535
2022
Q4 		$389K Hold
11,059
– – 0.04% 412
2022
Q3 		$367K Buy
11,059
+2,638
+31% +$94.1K 0.05% 361
2022
Q2 		$289K Buy
+8,421
New +$302K 0.04% 417

Other funds holding FMAY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Nations Financial Group's FMAY Position: Q2 2023 in Review

Nations Financial Group sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q2 2023, closing a stake of 6,476 shares — an estimated $239K sold.

Nations Financial Group first reported a position in FMAY in Q2 2022 and held it in 4 quarters. The position peaked at $389K in Q4 2022. 95 funds tracked by Wall St. Rank hold FMAY as of Q2 2023.

  • Nations Financial Group reported no remaining FT Vest US Equity Buffer ETF May position as of Q2 2023 after selling out during the quarter.
  • Nations Financial Group sold 6,476 FT Vest US Equity Buffer ETF May shares in Q2 2023, an estimated $239K.
  • Nations Financial Group first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and held it in 4 quarters.
  • Nations Financial Group's FT Vest US Equity Buffer ETF May position peaked at $389K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.