Number of Shares
479,491.00
Current Holdings Value*
$23.99 Mil
% of Portfolio
12.47%
Total Estimate Gain
$5.96 Mil
% of Total Estimate Gain
29.89%

FOCUS Wealth Advisors, LLC's FT Vest U.S. Equity Buffer ETF - May Holding Summary

As of 2025-06-30, FOCUS Wealth Advisors, LLC held 479,491.00 shares of FT Vest U.S. Equity Buffer ETF - May(FMAY), totaling $23.99 Mil. This investment constitutes 12.47% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 2.43% of the outstanding FT Vest U.S. Equity Buffer ETF - May(FMAY) stock.

The initial trade took place in 2023Q2. And since then FOCUS Wealth Advisors, LLC has made 7 purchases of FMAY, at an average price of $38.54, for a total of 517,402.00 shares. In addition, there have been 2 sales at an average price of $41.50 for 37,911.00 shares. Based on historical transaction data and FMAY's current price of $50.74, FOCUS Wealth Advisors, LLC's estimated gain on his FMAY holdings is $5.96 Mil, reflecting a 29.89% gain to date.

FOCUS Wealth Advisors, LLC FMAY ($50.74) Holding Chart

FOCUS Wealth Advisors, LLC FMAY ($50.74) 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 %

Top Ranked Articles

  • 1