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FT Vest US Small Cap Moderate Buffer ETF May

62 hedge funds and large institutions have $43.2M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

15% more funds holding

Funds holding: 5462 (+8)

6% more capital invested

Capital invested by funds: $40.6M → $43.2M (+$2.56M)

4.99% more ownership

Funds ownership: 41.21%46.2% (+5%)

75% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 24

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.94M -$26.7K -1,044 -0.5%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.86M -$165K -6,434 -4%
MOS
3
MGO One Seven
Ohio
$3.06M
LWM
4
Lionshead Wealth Management
New York
$2.16M -$13.6K -533 -0.6%
WWM
5
Westwood Wealth Management
California
$2.16M +$2.13M +83,294 New
SW
6
SMART Wealth
Nebraska
$1.79M -$173K -6,750 -9%
LPL Financial
7
LPL Financial
California
$1.7M +$21.3K +833 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.57M -$257K -10,056 -14%
EMAM
9
Encompass More Asset Management
California
$1.54M -$3.71K -145 -0.2%
ASN
10
Advisory Services Network
Georgia
$1.52M +$29.8K +1,165 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.49M -$94.3K -3,685 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.17M -$1.56K -61 -0.1%
BWM
13
Benson Wealth Management
Tennessee
$1.08M +$1.06M +41,501 New
SWA
14
SOA Wealth Advisors
New York
$1.07M -$11.6K -455 -1%
NAM
15
NorthCrest Asset Manangement
Minnesota
$1.01M
ATPW
16
Ashton Thomas Private Wealth
Arizona
$985K +$146K +5,687 +18%
FHC
17
First Heartland Consultants
Missouri
$846K +$8.96K +350 +1%
BWS
18
BFI Wealth Solutions
Texas
$802K +$790K +30,875 New
Raymond James Financial
19
Raymond James Financial
Florida
$791K -$116K -4,525 -13%
JIP
20
Jaffetilchin Investment Partners
Florida
$764K -$227K -8,866 -23%
IP
21
Ignite Planners
California
$711K -$25.3K -990 -4%
AWA
22
Arkadios Wealth Advisors
Georgia
$708K +$698K +27,273 New
KAS
23
Kestra Advisory Services
Texas
$642K -$10.6K -416 -2%
GFG
24
Grantvest Financial Group
New Jersey
$574K -$3.81K -149 -0.7%
OAS
25
Optivise Advisory Services
Tennessee
$467K +$460K +17,983 New

SMAY Hedge Fund Activity: Q4 2025 in Review

62 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) for Q4 2025, worth a combined $43.2M — up 6.3% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMAY positions and 5 closed out — a net gain of 9 holders — while 6 added to existing stakes and 24 trimmed.

The largest buyer was Westwood Wealth Management, opening a new position worth an estimated $2.13M. The largest seller was Ashton Thomas Securities, exiting entirely with an estimated $1.11M sold.

  • 62 institutional investors held FT Vest US Small Cap Moderate Buffer ETF May (SMAY) as of Q4 2025, up from 54 in Q3 2025.
  • Funds reported $43.2M of FT Vest US Small Cap Moderate Buffer ETF May stock for Q4 2025, up 6.3% quarter-over-quarter.
  • 14 funds opened new FT Vest US Small Cap Moderate Buffer ETF May positions in Q4 2025 and 5 closed out, a net change of +9 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May buyer in Q4 2025 was Westwood Wealth Management, an estimated $2.13M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May seller in Q4 2025 was Ashton Thomas Securities, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2025.