Number of Shares
36,208.00
Current Holdings Value*
$1.67 Mil
% of Portfolio
1.5%
Total Estimate Gain
$288,528.69
% of Total Estimate Gain
12.01%

Clear Point Advisors Inc.'s FT Vest U.S. Equity Buffer ETF - May Holding Summary

As of 2025-03-31, Clear Point Advisors Inc. held 36,208.00 shares of FT Vest U.S. Equity Buffer ETF - May(FMAY), totaling $1.67 Mil. This investment constitutes 1.5% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.2% of the outstanding FT Vest U.S. Equity Buffer ETF - May(FMAY) stock.

The initial trade took place in 2024Q2. And since then Clear Point Advisors Inc. has made 2 purchases of FMAY, at an average price of $43.94, for a total of 54,662.00 shares. In addition, there have been 2 sales at an average price of $47.44 for 18,454.00 shares. Based on historical transaction data and FMAY's current price of $50.12, Clear Point Advisors Inc.'s estimated gain on his FMAY holdings is $288,528.69, reflecting a 12.01% gain to date.

Clear Point Advisors Inc. FMAY ($50.12) Holding Chart

Clear Point Advisors Inc. FMAY ($50.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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