Sunbelt Securities’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Sunbelt Securities’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	$41.5K	Hold	1,578	–	–	﹤0.01%	1071
2025 Q4	$41K	Hold	1,578	–	–	﹤0.01%	1043
2025 Q3	$40K	Buy	1,578 +643	+69%	+$15.9K	﹤0.01%	1064
2025 Q2	$23.2K	Hold	935	–	–	﹤0.01%	1133
2025 Q1	$21.9K	Hold	935	–	–	﹤0.01%	1105
2024 Q4	$23.2K	Hold	935	–	–	﹤0.01%	1132
2024 Q3	$23K	Buy	+935	New	+$22.4K	﹤0.01%	1139
2023 Q3	–	Sell	-8,163	Closed	-$170K	–	1818
2023 Q2	$170K	Buy	+8,163	New	+$167K	0.02%	506

Other funds holding SMAY

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

Sunbelt Securities's SMAY Position: Q1 2026 in Review

Sunbelt Securities held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q1 2026 at 1,578 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Sunbelt Securities first reported a position in SMAY in Q2 2023 and has held it in 8 quarters since. The position peaked at $170K in Q2 2023. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

Sunbelt Securities held 1,578 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $41.5K as of Q1 2026.
Sunbelt Securities 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 Sunbelt Securities's portfolio in Q1 2026, its #1071 holding.
Sunbelt Securities first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2023 and has held it in 8 quarters since.
Sunbelt Securities's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $170K in Q2 2023.
57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.