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Arkadios Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Arkadios Wealth Advisors’s Portfolio SMAY Stock Details SMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$712K Sell
27,056
-217
-0.8% -$5.72K 0.01% 945
2025
Q4 		$708K Buy
+27,273
New +$698K 0.01% 854

Other funds holding SMAY

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM

Arkadios Wealth Advisors's SMAY Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 0.8% in Q1 2026, selling an estimated $5.72K and leaving 27,056 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #945.

Arkadios Wealth Advisors first reported a position in SMAY in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Arkadios Wealth Advisors held 27,056 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $712K as of Q1 2026.
  • Arkadios Wealth Advisors sold 217 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $5.72K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #945 holding.
  • Arkadios Wealth Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.