Sunbelt Securities’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Sunbelt Securities’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	$636K	Sell	12,037 -500	-4%	-$26.8K	0.04%	351
2025 Q4	$670K	Sell	12,537 -300	-2%	-$15.8K	0.04%	332
2025 Q3	$671K	Buy	12,837 +4,656	+57%	+$238K	0.05%	319
2025 Q2	$388K	Hold	8,181	–	–	0.03%	412
2025 Q1	$378K	Hold	8,181	–	–	0.03%	393
2024 Q4	$389K	Sell	8,181 -841	-9%	-$39.7K	0.03%	413
2024 Q3	$420K	Sell	9,022 -1,408	-13%	-$63.7K	0.04%	394
2024 Q2	$466K	Hold	10,430	–	–	0.05%	353
2024 Q1	$451K	Sell	10,430 -1,426	-12%	-$60.4K	0.05%	352
2023 Q4	$491K	Sell	11,856 -1,408	-11%	-$55.6K	0.06%	312
2023 Q3	$508K	Hold	13,264	–	–	0.07%	284
2023 Q2	$517K	Sell	13,264 -4,275	-24%	-$160K	0.07%	276
2023 Q1	$639K	Hold	17,539	–	–	0.1%	220
2022 Q4	$617K	Hold	17,539	–	–	0.12%	210
2022 Q3	$583K	Sell	17,539 -3,934	-18%	-$140K	0.12%	209
2022 Q2	$738K	Buy	+21,473	New	+$771K	0.16%	168

Other funds holding FMAY

FWA

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

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

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

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

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

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

RFG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Sunbelt Securities's FMAY Position: Q1 2026 in Review

Sunbelt Securities reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 4% in Q1 2026, selling an estimated $26.8K and leaving 12,037 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #351.

Sunbelt Securities first reported a position in FMAY in Q2 2022 and has held it in 16 quarters since. The position peaked at $738K in Q2 2022. 130 funds tracked by Wall St. Rank hold FMAY as of Q1 2026.

Sunbelt Securities held 12,037 shares of FT Vest US Equity Buffer ETF May worth $636K as of Q1 2026.
Sunbelt Securities sold 500 FT Vest US Equity Buffer ETF May shares in Q1 2026, an estimated $26.8K.
FT Vest US Equity Buffer ETF May made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #351 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 16 quarters since.
Sunbelt Securities's FT Vest US Equity Buffer ETF May position peaked at $738K in Q2 2022.
130 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.