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

DHJJ Financial Advisors’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 		$155K Sell
5,909
-602
-9% -$15.9K 0.05% 232
2025
Q4 		$169K Hold
6,511
– – 0.06% 209
2025
Q3 		$165K Hold
6,511
– – 0.06% 199
2025
Q2 		$156K Buy
6,511
+2,976
+84% +$69.4K 0.06% 198
2025
Q1 		$82.9K Hold
3,535
– – 0.03% 244
2024
Q4 		$87.6K Hold
3,535
– – 0.03% 236
2024
Q3 		$86.9K Sell
3,535
-80
-2% -$1.92K 0.03% 238
2024
Q2 		$84.3K Buy
3,615
+1,565
+76% +$35.8K 0.04% 221
2024
Q1 		$47K Buy
2,050
+665
+48% +$14.7K 0.02% 268
2023
Q4 		$30.5K Buy
1,385
+535
+63% +$11K 0.01% 321
2023
Q3 		$17.3K Buy
+850
New +$17.8K 0.01% 371

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

DHJJ Financial Advisors's SMAY Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 9.2% in Q1 2026, selling an estimated $15.9K and leaving 5,909 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #232.

DHJJ Financial Advisors first reported a position in SMAY in Q3 2023 and has held it in 11 quarters since. The position peaked at $169K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • DHJJ Financial Advisors held 5,909 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $155K as of Q1 2026.
  • DHJJ Financial Advisors sold 602 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $15.9K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #232 holding.
  • DHJJ Financial Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $169K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.