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

Insight 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
2025 Q1	–	Sell	-13,240	Closed	-$329K	–	300
2024 Q4	$329K	Sell	13,240 -5,073	-28%	-$127K	0.06%	209
2024 Q3	$450K	Sell	18,313 -11,335	-38%	-$272K	0.08%	175
2024 Q2	$692K	Sell	29,648 -11,946	-29%	-$273K	0.12%	117
2024 Q1	$954K	Sell	41,594 -11,567	-22%	-$255K	0.18%	93
2023 Q4	$1.17M	Sell	53,161 -33,409	-39%	-$687K	0.25%	66
2023 Q3	$1.76M	Buy	86,570 +56,921	+192%	+$1.19M	0.4%	39
2023 Q2	$617K	Buy	+29,649	New	+$607K	0.14%	116

Other funds holding SMAY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Insight Advisors's SMAY Position: Q1 2025 in Review

Insight Advisors sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q1 2025, closing a stake of 13,240 shares — an estimated $329K sold.

Insight Advisors first reported a position in SMAY in Q2 2023 and held it in 7 quarters. The position peaked at $1.76M in Q3 2023. 52 funds tracked by Wall St. Rank hold SMAY as of Q1 2025.

Insight Advisors reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q1 2025 after selling out during the quarter.
Insight Advisors sold 13,240 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2025, an estimated $329K.
Insight Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2023 and held it in 7 quarters.
Insight Advisors's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $1.76M in Q3 2023.
52 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.