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

Atria Wealth Solutions’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
2025 Q2	–	Sell	-46,686	Closed	-$1.09M	–	1856
2025 Q1	$1.09M	Sell	46,686 -18,770	-29%	-$462K	0.01%	852
2024 Q4	$1.62M	Sell	65,456 -5,627	-8%	-$141K	0.02%	714
2024 Q3	$1.75M	Buy	71,083 +8,018	+13%	+$192K	0.02%	685
2024 Q2	$1.47M	Buy	63,065 +47,338	+301%	+$1.08M	0.02%	739
2024 Q1	$361K	Hold	15,727	–	–	﹤0.01%	1432
2023 Q4	$346K	Buy	+15,727	New	+$323K	﹤0.01%	1405

Other funds holding SMAY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $857M AUM

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return