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 Q3	$15.1K	Hold	546	–	–	﹤0.01%	3122
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

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IFP Advisors's SMAY Position: Q3 2026 in Review

IFP Advisors held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q3 2026 at 546 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

IFP Advisors first reported a position in SMAY in Q1 2025 and has held it in 4 quarters since. The position peaked at $37.8K in Q2 2025. 15 funds tracked by Wall St. Rank hold SMAY as of Q3 2026.

IFP Advisors held 546 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $15.1K as of Q3 2026.
IFP Advisors left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q3 2026.
FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3122 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 4 quarters since.
IFP Advisors's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $37.8K in Q2 2025.
15 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.