Diligent Investors’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Diligent Investors’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 Q2	$599K	Buy	21,100 +10,500	+99%	+$288K	0.13%	195
2026 Q1	$279K	Hold	10,600	–	–	0.07%	282
2025 Q4	$275K	Hold	10,600	–	–	0.07%	278
2025 Q3	$268K	Hold	10,600	–	–	0.07%	277
2025 Q2	$254K	Buy	+10,600	New	+$247K	0.06%	293

Other funds holding SMAY

MOS

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diligent Investors's SMAY Position: Q2 2026 in Review

Diligent Investors increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 99% in Q2 2026, buying an estimated $288K and bringing the position to 21,100 shares worth $599K. The position accounts for 0.13% of the portfolio, ranked #195.

Diligent Investors first reported a position in SMAY in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

Diligent Investors held 21,100 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $599K as of Q2 2026.
Diligent Investors bought 10,500 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $288K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.13% of Diligent Investors's portfolio in Q2 2026, its #195 holding.
Diligent Investors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.