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Plante Moran Financial Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Plante Moran Financial Advisors’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
2026
Q1 		– Sell
-673
Closed -$36K – 780
2025
Q4 		$36K Buy
+673
New +$35.4K ﹤0.01% 366

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Rockefeller Capital Management
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Raymond James Financial
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KWS
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RFG
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Carson Wealth (CWM LLC)
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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's FMAY Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2026, closing a stake of 673 shares — an estimated $36K sold.

Plante Moran Financial Advisors first reported a position in FMAY in Q4 2025 and held it in 1 quarter. The position peaked at $36K in Q4 2025. 130 funds tracked by Wall St. Rank hold FMAY as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 673 FT Vest US Equity Buffer ETF May shares in Q1 2026, an estimated $36K.
  • Plante Moran Financial Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's FT Vest US Equity Buffer ETF May position peaked at $36K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.