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Creative Financial Designs’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Creative Financial Designs’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 		$26.8K Buy
1,017
+312
+44% +$8.22K ﹤0.01% 1107
2025
Q4 		$18.3K Buy
705
+139
+25% +$3.56K ﹤0.01% 1178
2025
Q3 		$14.3K Sell
566
-315
-36% -$7.77K ﹤0.01% 1256
2025
Q2 		$21.1K Buy
+881
New +$20.5K ﹤0.01% 1121
2024
Q4 		– Sell
-2,258
Closed -$55.5K – 1840
2024
Q3 		$55.5K Buy
+2,258
New +$54.2K ﹤0.01% 750

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

Creative Financial Designs's SMAY Position: Q1 2026 in Review

Creative Financial Designs increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 44% in Q1 2026, buying an estimated $8.22K and bringing the position to 1,017 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Creative Financial Designs first reported a position in SMAY in Q3 2024 and has held it in 5 quarters since. The position peaked at $55.5K in Q3 2024. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Creative Financial Designs held 1,017 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $26.8K as of Q1 2026.
  • Creative Financial Designs bought 312 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $8.22K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1107 holding.
  • Creative Financial Designs first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2024 and has held it in 5 quarters since.
  • Creative Financial Designs's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $55.5K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.