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

Stonebridge Financial Planning Group’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 		$209K Hold
3,960
– – 0.08% 167
2025
Q4 		$212K Hold
3,960
– – 0.08% 164
2025
Q3 		$207K Buy
+3,960
New +$202K 0.08% 167
2025
Q1 		– Sell
-4,545
Closed -$216K – 163
2024
Q4 		$216K Sell
4,545
-200
-4% -$9.45K 0.1% 155
2024
Q3 		$221K Hold
4,745
– – 0.11% 147
2024
Q2 		$212K Hold
4,745
– – 0.11% 150
2024
Q1 		$205K Sell
4,745
-200
-4% -$8.47K 0.11% 151
2023
Q4 		$205K Buy
+4,945
New +$195K 0.12% 146

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AssetMark Inc
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Raymond James Financial
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KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 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 $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return