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

Nations 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
2025
Q1 		– Sell
-16,118
Closed -$400K – 698
2024
Q4 		$400K Sell
16,118
-10
-0.1% -$250 0.03% 499
2024
Q3 		$396K Buy
+16,128
New +$387K 0.03% 499

Other funds holding SMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
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
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

Nations Financial Group's SMAY Position: Q1 2025 in Review

Nations Financial Group sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q1 2025, closing a stake of 16,118 shares — an estimated $400K sold.

Nations Financial Group first reported a position in SMAY in Q3 2024 and held it in 2 quarters. The position peaked at $400K in Q4 2024. 52 funds tracked by Wall St. Rank hold SMAY as of Q1 2025.

  • Nations Financial Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q1 2025 after selling out during the quarter.
  • Nations Financial Group sold 16,118 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2025, an estimated $400K.
  • Nations Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2024 and held it in 2 quarters.
  • Nations Financial Group's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $400K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.