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WealthPlan Investment Management’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

WealthPlan Investment Management’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
2024
Q3 		– Sell
-139,090
Closed -$6.21M – 251
2024
Q2 		$6.21M Buy
+139,090
New +$6.08M 0.94% 43

Other funds holding FMAY

FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

WealthPlan Investment Management's FMAY Position: Q3 2024 in Review

WealthPlan Investment Management sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q3 2024, closing a stake of 139,090 shares — an estimated $6.21M sold.

WealthPlan Investment Management first reported a position in FMAY in Q2 2024 and held it in 1 quarter. The position peaked at $6.21M in Q2 2024. 122 funds tracked by Wall St. Rank hold FMAY as of Q3 2024.

  • WealthPlan Investment Management reported no remaining FT Vest US Equity Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 139,090 FT Vest US Equity Buffer ETF May shares in Q3 2024, an estimated $6.21M.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Buffer ETF May in Q2 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest US Equity Buffer ETF May position peaked at $6.21M in Q2 2024.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.