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

Perigon Wealth Management’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
Q1 		– Sell
-4,566
Closed -$218K – 1052
2024
Q4 		$218K Hold
4,566
– – 0.01% 940
2024
Q3 		$212K Hold
4,566
– – 0.01% 918
2024
Q2 		$204K Buy
+4,566
New +$199K 0.01% 811

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 $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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Perigon Wealth Management's FMAY Position: Q1 2025 in Review

Perigon Wealth Management sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2025, closing a stake of 4,566 shares — an estimated $218K sold.

Perigon Wealth Management first reported a position in FMAY in Q2 2024 and held it in 3 quarters. The position peaked at $218K in Q4 2024. 107 funds tracked by Wall St. Rank hold FMAY as of Q1 2025.

  • Perigon Wealth Management reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 4,566 FT Vest US Equity Buffer ETF May shares in Q1 2025, an estimated $218K.
  • Perigon Wealth Management first reported a position in FT Vest US Equity Buffer ETF May in Q2 2024 and held it in 3 quarters.
  • Perigon Wealth Management's FT Vest US Equity Buffer ETF May position peaked at $218K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.