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Larson Financial Group’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Larson Financial Group’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 		$77.6K Hold
2,948
– – ﹤0.01% 1112
2025
Q4 		$76.5K Hold
2,948
– – ﹤0.01% 1037
2025
Q3 		$74.7K Hold
2,948
– – ﹤0.01% 1013
2025
Q2 		$70.7K Sell
2,948
-426
-13% -$9.93K ﹤0.01% 955
2025
Q1 		$79.1K Hold
3,374
– – ﹤0.01% 861
2024
Q4 		$83.6K Hold
3,374
– – ﹤0.01% 764
2024
Q3 		$82.9K Buy
+3,374
New +$81K ﹤0.01% 774

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

Larson Financial Group's SMAY Position: Q1 2026 in Review

Larson Financial Group held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q1 2026 at 2,948 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Larson Financial Group first reported a position in SMAY in Q3 2024 and has held it in 7 quarters since. The position peaked at $83.6K in Q4 2024. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Larson Financial Group held 2,948 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $77.6K as of Q1 2026.
  • Larson Financial Group left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1112 holding.
  • Larson Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $83.6K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.