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FT Vest US Small Cap Moderate Buffer ETF May

58 hedge funds and large institutions have $57.2M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

56% more capital invested

Capital invested by funds: $36.7M → $57.2M (+$20.5M)

12% more funds holding

Funds holding: 5258 (+6)

10.55% more ownership

Funds ownership: 48.32%58.88% (+11%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
16
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.89M -$691K -29,649 -13%
FWM
2
Foguth Wealth Management
Michigan
$4.8M +$4.67M +200,308 New
SAW
3
Signal Advisors Wealth
Michigan
$4.74M +$4.61M +197,779 New
MW
4
Maia Wealth
Colorado
$4.17M -$131K -5,614 -3%
LWM
5
Lionshead Wealth Management
New York
$3.78M +$3.68M +157,801 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.93M +$1.54M +65,950 +117%
MOS
7
MGO One Seven
Ohio
$2.83M +$2.75M +117,938 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.36M +$780K +33,479 +52%
SW
9
SMART Wealth
Nebraska
$2.13M +$2.07M +88,937 New
EMAM
10
Encompass More Asset Management
California
$2.03M -$673K -28,874 -25%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.94M +$951K +40,812 +101%
LPL Financial
12
LPL Financial
California
$1.66M +$497K +21,304 +44%
ASN
13
Advisory Services Network
Georgia
$1.38M +$274K +11,774 +26%
HIS
14
Harvest Investment Services
Illinois
$1.25M -$307K -13,171 -20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.14M +$74.8K +3,207 +7%
ATS
16
Ashton Thomas Securities
New York
$1.05M -$1.26K -54 -0.1%
AAS
17
Avantax Advisory Services
Texas
$994K +$967K +41,468 New
JIP
18
Jaffetilchin Investment Partners
Florida
$945K -$244K -10,453 -21%
Raymond James Financial
19
Raymond James Financial
Florida
$931K -$57.5K -2,467 -6%
DLHL
20
Donald L. Hagan LLC
Florida
$905K -$13.4K -573 -1%
FHC
21
First Heartland Consultants
Missouri
$886K +$41.1K +1,761 +5%
NAM
22
NorthCrest Asset Manangement
Minnesota
$863K +$15K +644 +2%
SWA
23
SOA Wealth Advisors
New York
$769K +$510K +21,886 +215%
IP
24
Ignite Planners
California
$722K +$121K +5,195 +21%
KAS
25
Kestra Advisory Services
Texas
$695K +$74.1K +3,179 +12%

SMAY Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) for Q2 2025, worth a combined $57.2M — up 56% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMAY positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Foguth Wealth Management, opening a new position worth an estimated $4.67M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.09M sold.

  • 58 institutional investors held FT Vest US Small Cap Moderate Buffer ETF May (SMAY) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $57.2M of FT Vest US Small Cap Moderate Buffer ETF May stock for Q2 2025, up 56% quarter-over-quarter.
  • 13 funds opened new FT Vest US Small Cap Moderate Buffer ETF May positions in Q2 2025 and 6 closed out, a net change of +7 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May buyer in Q2 2025 was Foguth Wealth Management, an estimated $4.67M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May seller in Q2 2025 was Atria Wealth Solutions, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2025.