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

BFI 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
2026
Q1 		$1.04M Buy
39,438
+8,563
+28% +$226K 1% 37
2025
Q4 		$802K Buy
+30,875
New +$790K 0.76% 39

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BFI Wealth Solutions's SMAY Position: Q1 2026 in Review

BFI Wealth Solutions increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 28% in Q1 2026, buying an estimated $226K and bringing the position to 39,438 shares worth $1.04M. The position accounts for 1% of the portfolio, ranked #37.

BFI Wealth Solutions 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.

  • BFI Wealth Solutions held 39,438 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $1.04M as of Q1 2026.
  • BFI Wealth Solutions bought 8,563 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $226K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 1% of BFI Wealth Solutions's portfolio in Q1 2026, its #37 holding.
  • BFI Wealth Solutions 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 BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.