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Stonebridge Financial Group (Pennsylvania)’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$879K Hold
15,649
– – 0.07% 134
2026
Q1 		$826K Hold
15,649
– – 0.07% 132
2025
Q4 		$836K Hold
15,649
– – 0.07% 126
2025
Q3 		$818K Buy
+15,649
New +$800K 0.07% 124

Other funds holding FMAY

Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s FMAY Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q2 2026 at 15,649 shares worth $879K. The position accounts for 0.07% of the portfolio, ranked #134.

Stonebridge Financial Group (Pennsylvania) first reported a position in FMAY in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 15,649 shares of FT Vest US Equity Buffer ETF May worth $879K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) left its FT Vest US Equity Buffer ETF May share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF May made up 0.07% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #134 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in FT Vest US Equity Buffer ETF May in Q3 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.