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NorthRock Partners’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-1,403
Closed -$64.8K – 759
2025
Q1 		$64.8K Buy
+1,403
New +$66.8K ﹤0.01% 665

Other funds holding FMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

NorthRock Partners's FMAY Position: Q2 2025 in Review

NorthRock Partners sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q2 2025, closing a stake of 1,403 shares — an estimated $64.8K sold.

NorthRock Partners first reported a position in FMAY in Q1 2025 and held it in 1 quarter. The position peaked at $64.8K in Q1 2025. 119 funds tracked by Wall St. Rank hold FMAY as of Q2 2025.

  • NorthRock Partners reported no remaining FT Vest US Equity Buffer ETF May position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,403 FT Vest US Equity Buffer ETF May shares in Q2 2025, an estimated $64.8K.
  • NorthRock Partners first reported a position in FT Vest US Equity Buffer ETF May in Q1 2025 and held it in 1 quarter.
  • NorthRock Partners's FT Vest US Equity Buffer ETF May position peaked at $64.8K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.