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United Capital Financial Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

United Capital Financial 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
2026
Q2 		$204K Buy
+3,640
New +$202K ﹤0.01% 1546
2022
Q3 		– Sell
-5,939
Closed -$204K – 1105
2022
Q2 		$204K Buy
+5,939
New +$213K ﹤0.01% 1059

Other funds holding FMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

United Capital Financial Advisors's FMAY Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in FT Vest US Equity Buffer ETF May (FMAY) in Q2 2026: 3,640 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in FMAY as recently as Q2 2022.

United Capital Financial Advisors first reported a position in FMAY in Q2 2022 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

  • United Capital Financial Advisors held 3,640 shares of FT Vest US Equity Buffer ETF May worth $204K as of Q2 2026.
  • FT Vest US Equity Buffer ETF May was a new United Capital Financial Advisors position in Q2 2026.
  • FT Vest US Equity Buffer ETF May made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1546 holding.
  • United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.