WP
FMAY icon

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

WealthSource 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
2022
Q4 		– Sell
-16,900
Closed -$562K – 497
2022
Q3 		$562K Buy
16,900
+500
+3% +$17.8K 0.04% 284
2022
Q2 		$564K Buy
+16,400
New +$589K 0.04% 287

Other funds holding FMAY

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthSource Partners's FMAY Position: Q4 2022 in Review

WealthSource Partners sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2022, closing a stake of 16,900 shares — an estimated $562K sold.

WealthSource Partners first reported a position in FMAY in Q2 2022 and held it in 2 quarters. The position peaked at $564K in Q2 2022. 77 funds tracked by Wall St. Rank hold FMAY as of Q4 2022.

  • WealthSource Partners reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 16,900 FT Vest US Equity Buffer ETF May shares in Q4 2022, an estimated $562K.
  • WealthSource Partners first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and held it in 2 quarters.
  • WealthSource Partners's FT Vest US Equity Buffer ETF May position peaked at $564K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.