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

Foundations Investment 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 Q2	–	Sell	-9,947	Closed	-$262K	–	1293
2026 Q1	$262K	Sell	9,947 -1,190	-11%	-$31.4K	﹤0.01%	967
2025 Q4	$289K	Buy	+11,137	New	+$285K	﹤0.01%	908
2023 Q4	–	Sell	-64,242	Closed	-$1.31M	–	721
2023 Q3	$1.31M	Buy	64,242 +918	+1%	+$19.2K	0.04%	264
2023 Q2	$1.32M	Buy	+63,324	New	+$1.3M	0.04%	229

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

Foundations Investment Advisors's SMAY Position: Q2 2026 in Review

Foundations Investment Advisors sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2026, closing a stake of 9,947 shares — an estimated $262K sold.

Foundations Investment Advisors first reported a position in SMAY in Q2 2023 and held it in 4 quarters. The position peaked at $1.32M in Q2 2023. 66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

Foundations Investment Advisors reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 9,947 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $262K.
Foundations Investment Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2023 and held it in 4 quarters.
Foundations Investment Advisors's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $1.32M in Q2 2023.
66 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.