Ten Capital Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-143	Closed	-$5.27K	–	298
2023 Q1	$5.27K	Hold	143	–	–	﹤0.01%	419
2022 Q4	$5.03K	Hold	143	–	–	﹤0.01%	385
2022 Q3	$5K	Hold	143	–	–	﹤0.01%	405
2022 Q2	$5K	Buy	+143	New	+$5.13K	﹤0.01%	327

Other funds holding FMAY

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Ten Capital Wealth Advisors's FMAY Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q2 2023, closing a stake of 143 shares — an estimated $5.27K sold.

Ten Capital Wealth Advisors first reported a position in FMAY in Q2 2022 and held it in 4 quarters. The position peaked at $5.27K in Q1 2023. 95 funds tracked by Wall St. Rank hold FMAY as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF May position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 143 FT Vest US Equity Buffer ETF May shares in Q2 2023, an estimated $5.27K.
Ten Capital Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and held it in 4 quarters.
Ten Capital Wealth Advisors's FT Vest US Equity Buffer ETF May position peaked at $5.27K in Q1 2023.
95 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.