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

IFP 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	$15.5K	Buy	+546	New	+$15K	﹤0.01%	3132
2025 Q3	–	Sell	-1,579	Closed	-$37.8K	–	4928
2025 Q2	$37.8K	Hold	1,579	–	–	﹤0.01%	2191
2025 Q1	$37K	Buy	+1,579	New	+$38.9K	﹤0.01%	2039

Other funds holding SMAY

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors's SMAY Position: Q2 2026 in Review

IFP Advisors opened a new position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2026: 546 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #3132 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SMAY as recently as Q2 2025.

IFP Advisors first reported a position in SMAY in Q1 2025 and has held it in 3 quarters since. The position peaked at $37.8K in Q2 2025. 10 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

IFP Advisors held 546 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $15.5K as of Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF May was a new IFP Advisors position in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3132 holding.
IFP Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q1 2025 and has held it in 3 quarters since.
IFP Advisors's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $37.8K in Q2 2025.
10 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.