Sowell Financial Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Sowell Financial Services’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 Q2	$338K	Sell	6,007 -186	-3%	-$10.3K	0.01%	818
2026 Q1	$327K	Sell	6,193 -174	-3%	-$9.32K	0.01%	805
2025 Q4	$340K	Sell	6,367 -1,029	-14%	-$54.2K	0.01%	781
2025 Q3	$386K	Sell	7,396 -342	-4%	-$17.5K	0.01%	724
2025 Q2	$387K	Sell	7,738 -345	-4%	-$16.3K	0.02%	689
2025 Q1	$373K	Buy	+8,083	New	+$385K	0.02%	672

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sowell Financial Services's FMAY Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 3% in Q2 2026, selling an estimated $10.3K and leaving 6,007 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #818.

Sowell Financial Services first reported a position in FMAY in Q1 2025 and has held it in 6 quarters since. The position peaked at $387K in Q2 2025. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Sowell Financial Services held 6,007 shares of FT Vest US Equity Buffer ETF May worth $338K as of Q2 2026.
Sowell Financial Services sold 186 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $10.3K.
FT Vest US Equity Buffer ETF May made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #818 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF May in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF May position peaked at $387K in Q2 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.