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FSB Premier Wealth Management’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

FSB Premier Wealth Management’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 		$435K Sell
16,545
-130
-0.8% -$3.42K 0.14% 150
2025
Q4 		$433K Hold
16,675
– – 0.14% 148
2025
Q3 		$422K Sell
16,675
-10,690
-39% -$264K 0.14% 151
2025
Q2 		$656K Sell
27,365
-1,035
-4% -$24.1K 0.23% 108
2025
Q1 		$666K Sell
28,400
-250
-0.9% -$6.15K 0.26% 101
2024
Q4 		$710K Sell
28,650
-1,240
-4% -$31K 0.28% 90
2024
Q3 		$735K Hold
29,890
– – 0.3% 88
2024
Q2 		$697K Buy
+29,890
New +$684K 0.31% 77

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

FSB Premier Wealth Management's SMAY Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 0.78% in Q1 2026, selling an estimated $3.42K and leaving 16,545 shares worth $435K. The position accounts for 0.14% of the portfolio, ranked #150.

FSB Premier Wealth Management first reported a position in SMAY in Q2 2024 and has held it in 8 quarters since. The position peaked at $735K in Q3 2024. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • FSB Premier Wealth Management held 16,545 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $435K as of Q1 2026.
  • FSB Premier Wealth Management sold 130 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $3.42K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.14% of FSB Premier Wealth Management's portfolio in Q1 2026, its #150 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2024 and has held it in 8 quarters since.
  • FSB Premier Wealth Management's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $735K 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 FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.