Morgan Stanley
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Morgan Stanley’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Morgan Stanley’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 		$13.7K Hold
521
– – ﹤0.01% 6852
2025
Q4 		$13.5K Buy
+521
New +$13.3K ﹤0.01% 6819

Other funds holding SMAY

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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 $154M AUM 25.99% 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 $44.6B AUM 28.94% 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 $79.5B AUM 27.1% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM

Morgan Stanley's SMAY Position: Q1 2026 in Review

Morgan Stanley held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q1 2026 at 521 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6852.

Morgan Stanley first reported a position in SMAY in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Morgan Stanley held 521 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $13.7K as of Q1 2026.
  • Morgan Stanley 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 Morgan Stanley's portfolio in Q1 2026, its #6852 holding.
  • Morgan Stanley first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.