WP
FMAY icon

WealthPLAN Partners’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

WealthPLAN Partners’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
-85,598
Closed -$3.82M – 271
2024
Q2 		$3.82M Buy
+85,598
New +$3.74M 0.41% 73
2023
Q3 		– Sell
-840
Closed -$32.7K – 584
2023
Q2 		$32.7K Buy
840
+110
+15% +$4.11K ﹤0.01% 585
2023
Q1 		$26.9K Buy
+730
New +$26.4K ﹤0.01% 669

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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 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 $4.63B AUM 25.46% 1-Year Est. Return

WealthPLAN Partners's FMAY Position: Q3 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q3 2024, closing a stake of 85,598 shares — an estimated $3.82M sold.

WealthPLAN Partners first reported a position in FMAY in Q1 2023 and held it in 3 quarters. The position peaked at $3.82M in Q2 2024. 122 funds tracked by Wall St. Rank hold FMAY as of Q3 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 85,598 FT Vest US Equity Buffer ETF May shares in Q3 2024, an estimated $3.82M.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Buffer ETF May in Q1 2023 and held it in 3 quarters.
  • WealthPLAN Partners's FT Vest US Equity Buffer ETF May position peaked at $3.82M 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 Partners's 13F filing for Q3 2024, filed 5 Nov 2024.