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Wealth Enhancement & Preservation of GA’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Wealth Enhancement & Preservation of GA’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 		$275K Sell
7,045
-1,670
-19% -$62.4K 0.26% 39
2023
Q1 		$321K Hold
8,715
– – 0.38% 38
2022
Q4 		$306K Hold
8,715
– – 0.5% 40
2022
Q3 		$290K Sell
8,715
-1,346
-13% -$48K 0.47% 47
2022
Q2 		$347K Buy
+10,061
New +$361K 0.37% 41

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 $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)
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 22.94% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FMAY Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 19% in Q2 2023, selling an estimated $62.4K and leaving 7,045 shares worth $275K. The position accounts for 0.26% of the portfolio, ranked #39.

Wealth Enhancement & Preservation of GA first reported a position in FMAY in Q2 2022 and has held it in 5 quarters since. The position peaked at $347K in Q2 2022. 95 funds tracked by Wall St. Rank hold FMAY as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 7,045 shares of FT Vest US Equity Buffer ETF May worth $275K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA sold 1,670 FT Vest US Equity Buffer ETF May shares in Q2 2023, an estimated $62.4K.
  • FT Vest US Equity Buffer ETF May made up 0.26% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #39 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 5 quarters since.
  • Wealth Enhancement & Preservation of GA's FT Vest US Equity Buffer ETF May position peaked at $347K in Q2 2022.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.