Free Trial
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free SMAY Stock Alerts

FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY) Institutional Ownership

$27.26 -0.35 (-1.27%)
As of 10/14/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FT Vest U.S. Small Cap Moderate Buffer ETF - May (BATS:SMAY)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.85M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.26M
Get SMAY Insider Trade Alerts

Want to know when executives and insiders are buying or selling FT Vest U.S. Small Cap Moderate Buffer ETF - May stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SMAY Institutional Buying and Selling by Quarter

FT Vest U.S. Small Cap Moderate Buffer ETF - May Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Fragasso Financial Advisors Inc12,914$358K0.0%N/A0.315%
10/9/2026First Heartland Consultants Inc.33,982$940K0.1%N/A0.829%
10/8/2026Avidian Wealth Enterprises LLC13,192$365K0.0%N/A0.322%
9/23/2026Envestnet Asset Management Inc.46,856$1.33M0.0%+6.6%1.143%
8/22/2026SMART Wealth LLC37,657$1.07M0.2%-39.2%0.918%
7/8/2026First Heartland Consultants Inc.33,012$937K0.1%+3.2%0.805%
7/7/2026Quad Cities Investment Group LLC21,493$610K0.2%N/A0.524%
5/20/2026SOA Wealth Advisors LLC.18,980$499K0.1%-53.9%0.463%
5/13/2026Cetera Investment Advisers99,950$2.63M0.0%-32.8%2.438%
4/30/2026Kestra Advisory Services LLC36,117$950K0.0%+46.1%0.881%
4/24/2026SMART Wealth LLC61,986$1.63M0.5%-10.2%1.512%
2/17/2026Advisory Services Network LLC58,345$1.52M0.0%+2.0%1.768%
2/13/2026Arkadios Wealth Advisors27,273$708K0.0%N/A0.826%
1/20/2026SOA Wealth Advisors LLC.41,196$1.07M0.1%-1.1%1.177%
1/15/2026Jaffetilchin Investment Partners LLC29,417$764K0.0%-23.2%0.829%
1/13/2026CoreCap Advisors LLC4,639$120K0.0%N/A0.131%
11/19/2025Sunbelt Securities Inc.1,578$40K0.0%+68.8%0.042%
10/31/2025FSB Premier Wealth Management Inc.16,675$422K0.1%-39.1%0.439%
10/22/2025Blue Bell Private Wealth Management LLC4,995$126K0.0%+61.8%0.126%
10/21/2025SOA Wealth Advisors LLC.41,651$1.06M0.1%+29.9%1.054%
8/15/2025FSB Premier Wealth Management Inc.27,365$656K0.2%-3.6%0.659%
8/13/2025Twin Peaks Wealth Advisors LLC1,286$32K0.0%N/A0.031%
8/12/2025Jaffetilchin Investment Partners LLC39,428$945K0.1%-21.0%0.950%
7/18/2025SOA Wealth Advisors LLC.32,062$769K0.1%+215.1%0.773%
4/24/2025Jaffetilchin Investment Partners LLC49,881$1.17M0.1%+65.9%1.512%
4/14/2025SOA Wealth Advisors LLC.10,176$239K0.0%+5.1%0.308%
4/9/2025NBC Securities Inc.3,798$89K0.0%+126,500.0%0.115%
2/17/2025Ameriprise Financial Inc.21,876$542K0.0%N/A2.188%
2/13/2025Jaffetilchin Investment Partners LLC30,064$745K0.1%-34.0%3.006%
2/12/2025FSB Premier Wealth Management Inc.28,650$710K0.3%-4.1%2.865%
2/5/2025Noble Wealth Management PBC1,500$37K0.0%N/A0.150%
11/20/2024SOA Wealth Advisors LLC.9,681$238K0.0%+101.7%0.968%
11/5/2024Nations Financial Group Inc. IA ADV16,128$396K0.0%N/A1.613%
11/4/2024Jaffetilchin Investment Partners LLC45,529$1.12M0.1%-36.3%4.553%
10/30/2024United Advisor Group LLC8,535$210K0.0%N/A0.854%
10/28/2024Creative Financial Designs Inc. ADV2,258$56K0.0%N/A0.226%
10/15/2024NBC Securities Inc.3,798$93K0.0%-11.6%0.380%
7/17/2024SOA Wealth Advisors LLC.4,800$112K0.0%N/A0.480%
11/4/2023NBC Securities Inc.3,435$69K0.0%N/A0.000%
10/30/2023Blue Bell Private Wealth Management LLC3,121$63K0.0%N/A0.000%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free


SMAY Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of FT Vest U.S. Small Cap Moderate Buffer ETF - May. The most heavily invested institutionals were Cetera Investment Advisers ($2.63M), Advisory Services Network LLC ($1.52M), Envestnet Asset Management Inc. ($1.33M), SMART Wealth LLC ($1.07M), Kestra Advisory Services LLC ($950K), First Heartland Consultants Inc. ($940K), and Jaffetilchin Investment Partners LLC ($764K).Learn more on FT Vest U.S. Small Cap Moderate Buffer ETF - May's institutional investors.

Of the 20 institutional investors that purchased FT Vest U.S. Small Cap Moderate Buffer ETF - May's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SOA Wealth Advisors LLC. ($36.85K), First Heartland Consultants Inc. ($34.99K), Arkadios Wealth Advisors ($27.27K), Ameriprise Financial Inc. ($21.88K), Quad Cities Investment Group LLC ($21.49K), Jaffetilchin Investment Partners LLC ($19.82K), and Nations Financial Group Inc. IA ADV ($16.13K).

Institutional investors have bought a total of 142,094 shares in the last 24 months. This purchase volume represents approximately $3.85M in transactions.

The following institutional investors have sold FT Vest U.S. Small Cap Moderate Buffer ETF - May stock in the last 24 months: Cetera Investment Advisers ($48.85K), SMART Wealth LLC ($31.41K), SOA Wealth Advisors LLC. ($22.67K), FSB Premier Wealth Management Inc. ($10.69K), and Jaffetilchin Investment Partners LLC ($8.87K).

Institutional investors have sold a total of 122,478 shares in the last 24 months. This volume of shares sold represents approximately $3.26M in transactions.


Related Companies

Institutional ownership data for BATS:SMAY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel