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 $85.1B AUM 27.35% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Atria Wealth Solutions's SMAY Position: Q2 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2025, closing a stake of 46,686 shares — an estimated $1.09M sold.

Atria Wealth Solutions first reported a position in SMAY in Q4 2023 and held it in 6 quarters. The position peaked at $1.75M in Q3 2024. 58 funds tracked by Wall St. Rank hold SMAY as of Q2 2025.

Atria Wealth Solutions reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 46,686 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2025, an estimated $1.09M.
Atria Wealth Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $1.75M in Q3 2024.
58 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.