SMAY institutional holders

FT Vest U.S. Small Cap Moderate Buffer ETF - May · 70 reporting institutions · $37.4M reported value

Funds that can replace SMAY · SMAY return decomposition

Institutional holdings

Institutions reporting SMAY, largest first
InstitutionReported positionAdvisors at firmReport period
Mgo One Seven LLC$3.2M1182026-06-30
Cetera Investment Advisers$3M10,3702026-06-30
Lpl Financial LLC$2.6M23,4582026-06-30
Osaic Holdings, Inc.$2.4M02026-06-30
Susquehanna International Group, LLP$2.3M02026-06-30
Commonwealth Equity Services, LLC$1.5M2,8632026-06-30
Envestnet Pmc$1.3M602026-06-30
Raymond James Financial Inc$1.3M02026-06-30
Kestra Advisory Services, LLC$1.1M1,4792026-06-30
Bfi Wealth Solutions, LLC$1.1M12026-06-30
Smart Wealth LLC$1.1M192026-06-30
Northcrest Asset Manangement, LLC$982.1K02026-06-30
First Heartland Consultants, Inc.$936.9K992026-06-30
Donald L. Hagan, LLC$895.1K02025-09-30
Ignite Planners LLC$779.5K242026-06-30
Jefferies Financial Group Inc.$760.2K02026-06-30
Lionshead Wealth Management, LLC$758.9K42026-06-30
Grantvest Financial Group LLC$676.1K52026-06-30
Arkadios Wealth Advisors$639.1K2262026-06-30
Quad-Cities Investment Group, LLC$610K72026-06-30
Diligent Investors, LLC$598.8K32026-06-30
Optivise Advisory Services LLC$574.2K232026-06-30
Soa Wealth Advisors, Llc.$550.5K102026-06-30
Stonex Group Inc.$484.3K02026-06-30
Fsb Premier Wealth Management, Inc.$469.1K102026-06-30
Csenge Advisory Group$421.1K752026-06-30
Creativeone Wealth, LLC$383.3K2212026-06-30
Avidian Wealth Enterprises, LLC$374.4K432026-06-30
Fragasso Financial Advisors Inc$366.5K252026-06-30
Fortress Private Ledger, LLC$358.6K192026-06-30
Mariner, LLC$343.4K02026-06-30
Kintra Wealth, LLC$339.6K472026-06-30
Harvest Investment Services, LLC$331.5K272026-06-30
Benson Wealth Management, Inc.$322.1K22026-06-30
Geneos Wealth Management, Inc.$316.7K1932026-06-30
Dhjj Financial Advisors, Ltd.$265.9K72026-06-30
Integrated Wealth Concepts LLC$240.2K4802026-06-30
Gts Securities LLC$234.2K02026-06-30
Level Four Advisory Services$225.2K1412026-06-30
Sigma Planning Corp$224.6K4742026-06-30
Arax Advisory Partners$217K2322026-06-30
Silver Oak Securities, Incorporated$203.8K1172026-06-30
Jaffetilchin Investment Partners, LLC$203.5K02026-03-31
Kovack Advisors, Inc.$203.4K2582026-06-30
Spire Wealth Management$173.6K32026-06-30
Pinnacle Wealth Planning Services, Inc.$163.4K202026-06-30
Harbour Investments, Inc.$150.7K2472026-06-30
Blue Bell Private Wealth Management, LLC$117.2K112026-06-30
Lanark Financial, Inc.$107.8K692026-06-30
Steward Partners Investment Advisory, LLC$104.9K4812026-06-30
Wealth Enhancement Advisory Services, LLC$103.4K1,0262026-06-30
Buck Wealth Strategies, LLC$47.4K502026-06-30
International Assets Investment Management, LLC$46.8K1222026-06-30
Sunbelt Securities, Inc.$41.5K632026-03-31
Creative Financial Designs Inc /adv$30.7K02026-06-30
Rockefeller Capital Management LP$28.4K3462026-06-30
Noble Wealth Management Pbc.$24.8K42026-06-30
Ae Wealth Management LLC$19.6K4712026-06-30
Ifp Advisors, Inc$15.5K3182026-06-30
Morgan Stanley$14.8K23,1852026-06-30
Capital Investment Advisory Services, LLC$14.2K1032026-06-30
Ashton Thomas Private Wealth, LLC$12.9K962026-06-30
Ameritas Investment Partners, Inc.$11.4K72026-06-30
Ameriflex Group, Inc.$11.4K2122026-06-30
Cwm, LLC$6.3K6672026-03-31
Cambridge Investment Research Advisors, Inc.$1.5K3,9402026-03-31
Park Square Financial Group LLC$96552026-06-30
Park Avenue Securities LLC$3841,9082026-06-30
Wood Tarver Financial$32252026-06-30
Capital Analysts, LLC$1636082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30