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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
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Commonwealth Equity Services
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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 $470M AUM 30.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return