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

Avidian Wealth Enterprises’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 Q3	$365K	Hold	13,192	–	–	0.01%	556
2026 Q2	$374K	Buy	13,192 +362	+3%	+$9.9K	0.01%	541
2026 Q1	$338K	Hold	12,830	–	–	0.01%	525
2025 Q4	$333K	Hold	12,830	–	–	0.01%	455
2025 Q3	$325K	Hold	12,830	–	–	0.01%	456
2025 Q2	$308K	Hold	12,830	–	–	0.01%	437
2025 Q1	$301K	Sell	12,830 -3,693	-22%	-$90.9K	0.01%	418
2024 Q4	$410K	Hold	16,523	–	–	0.02%	340
2024 Q3	$406K	Buy	16,523 +642	+4%	+$15.4K	0.02%	335
2024 Q2	$371K	Buy	+15,881	New	+$364K	0.02%	350

Other funds holding SMAY

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Avidian Wealth Enterprises's SMAY Position: Q3 2026 in Review

Avidian Wealth Enterprises held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q3 2026 at 13,192 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #556.

Avidian Wealth Enterprises first reported a position in SMAY in Q2 2024 and has held it in 10 quarters since. The position peaked at $410K in Q4 2024. 59 funds tracked by Wall St. Rank hold SMAY as of Q3 2026.

Avidian Wealth Enterprises held 13,192 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $365K as of Q3 2026.
Avidian Wealth Enterprises left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q3 2026.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #556 holding.
Avidian Wealth Enterprises first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $410K in Q4 2024.
59 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.