TA
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

Other funds holding FMAY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

TrueWealth Advisors's FMAY Position: Q2 2023 in Review

TrueWealth Advisors sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q2 2023, closing a stake of 5,710 shares — an estimated $210K sold.

TrueWealth Advisors first reported a position in FMAY in Q2 2022 and held it in 3 quarters. The position peaked at $210K in Q1 2023. 95 funds tracked by Wall St. Rank hold FMAY as of Q2 2023.

  • TrueWealth Advisors reported no remaining FT Vest US Equity Buffer ETF May position as of Q2 2023 after selling out during the quarter.
  • TrueWealth Advisors sold 5,710 FT Vest US Equity Buffer ETF May shares in Q2 2023, an estimated $210K.
  • TrueWealth Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and held it in 3 quarters.
  • TrueWealth Advisors's FT Vest US Equity Buffer ETF May position peaked at $210K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2023.

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