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FMAY icon

TrueWealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

TrueWealth 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
-5,710
Closed -$210K – 189
2023
Q1 		$210K Hold
5,710
– – 0.09% 179
2022
Q4 		$201K Buy
+5,710
New +$200K 0.09% 177
2022
Q3 		– Sell
-5,995
Closed -$206K – 168
2022
Q2 		$206K Buy
+5,995
New +$215K 0.1% 162

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FWA
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Osaic Holdings
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KWS
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TLA
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Carson Wealth (CWM LLC)
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SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return