SMAY Institutional Ownership
FT Vest U.S. Small Cap Moderate Buffer ETF - May
1W: -0.0%
1M: -1.9%
3M: -1.7%
YTD: +7.1%
1Y: +9.8%
3Y: +38.0%
$27.87
+0.19 (+0.69%)
Weekly Expected Move ±0.9%
$27
$28
$28
$28
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SMAY
72
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
39M
Total Invested
17
New Positions
22
Increased
22
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MGO ONE SEVEN LLC | 112,893 | 3M | -2,005 | -1.7% | 5Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 106,310 | 3M | +6,360 | +6.4% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 91,607 | 3M | +21,753 | +31.1% | 11Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 85,364 | 2M | +21,334 | +33.3% | 13Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 81,155 | 2M | +62,482 | +334.6% | 2Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 60,829 | 2M | +3,328 | +5.8% | 9Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 53,174 | 1M | +12,875 | +31.9% | 13Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 46,856 | 1M | +2,892 | +6.6% | 12Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 44,895 | 1M | +15,631 | +53.4% | 7Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 38,445 | 1M | +1,103 | +3.0% | 5Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 38,093 | 1M | +1,976 | +5.5% | 11Q | SEC ↗ |
| 12 | BFI Wealth Solutions, LLC | 37,666 | 1M | -1,772 | -4.5% | 3Q | SEC ↗ |
| 13 | SMART Wealth LLC | 37,657 | 1M | -24,329 | -39.2% | 5Q | SEC ↗ |
| 14 | NorthCrest Asset Manangement, LLC | 34,726 | 968K | — | +0.0% | 9Q | SEC ↗ |
| 15 | First Heartland Consultants, Inc. | 33,012 | 920K | +1,012 | +3.2% | 12Q | SEC ↗ |
| 16 | Ignite Planners, LLC | 27,466 | 765K | +1,261 | +4.8% | 8Q | SEC ↗ |
| 17 | Jefferies Financial Group Inc. NEW | 26,785 | 746K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Lionshead Wealth Management, LLC | 26,740 | 745K | -54,418 | -67.1% | 5Q | SEC ↗ |
| 19 | Grantvest Financial Group LLC | 23,824 | 664K | +1,063 | +4.7% | 7Q | SEC ↗ |
| 20 | Arkadios Wealth Advisors | 22,521 | 628K | -4,535 | -16.8% | 3Q | SEC ↗ |
| 21 | Quad-Cities Investment Group, LLC NEW | 21,493 | 599K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Diligent Investors, LLC | 21,100 | 588K | +10,500 | +99.1% | 5Q | SEC ↗ |
| 23 | Optivise Advisory Services LLC NEW | 20,232 | 564K | — | +0.0% | 1Q | SEC ↗ |
| 24 | SOA Wealth Advisors, LLC. | 19,399 | 541K | +419 | +2.2% | 9Q | SEC ↗ |
| 25 | StoneX Group Inc. NEW | 17,066 | 476K | — | +0.0% | 1Q | SEC ↗ |
| 26 | FSB PREMIER WEALTH MANAGEMENT, INC. | 16,530 | 461K | -15 | -0.1% | 9Q | SEC ↗ |
| 27 | Csenge Advisory Group NEW | 14,839 | 414K | — | +0.0% | 1Q | SEC ↗ |
| 28 | PARK AVENUE SECURITIES LLC NEW | 13,517 | 377K | — | +0.0% | 1Q | SEC ↗ |
| 29 | CreativeOne Wealth, LLC NEW | 13,505 | 376K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Avidian Wealth Enterprises, LLC | 13,192 | 368K | +362 | +2.8% | 9Q | SEC ↗ |
| 31 | Fragasso Financial Advisors Inc | 12,914 | 360K | — | +0.0% | 9Q | SEC ↗ |
| 32 | FORTRESS PRIVATE LEDGER, LLC | 12,635 | 352K | -514 | -3.9% | 7Q | SEC ↗ |
| 33 | Mariner, LLC | 12,100 | 337K | -400 | -3.2% | 9Q | SEC ↗ |
| 34 | KINTRA WEALTH, LLC | 11,819 | 329K | -282 | -2.3% | 2Q | SEC ↗ |
| 35 | Harvest Investment Services, LLC | 11,681 | 326K | -351 | -2.9% | 8Q | SEC ↗ |
| 36 | Wood Tarver Financial Group, LLC | 11,367 | 317K | -151 | -1.3% | 7Q | SEC ↗ |
| 37 | Benson Wealth Management INC | 11,349 | 316K | -416 | -3.5% | 3Q | SEC ↗ |
| 38 | Geneos Wealth Management Inc. | 11,160 | 311K | +5,580 | +100.0% | 7Q | SEC ↗ |
| 39 | DHJJ Financial Advisors, Ltd. | 9,369 | 261K | +3,460 | +58.6% | 12Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC | 8,465 | 236K | — | +0.0% | 4Q | SEC ↗ |
| 41 | GTS SECURITIES LLC NEW | 8,253 | 230K | — | +0.0% | 1Q | SEC ↗ |
| 42 | LEVEL FOUR ADVISORY SERVICES, LLC NEW | 7,936 | 221K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Sigma Planning Corp | 7,915 | 221K | -11 | -0.1% | 8Q | SEC ↗ |
| 44 | Jaffetilchin Investment Partners, LLC | 7,734 | 216K | -21,683 | -73.7% | 12Q | SEC ↗ |
| 45 | Arax Advisory Partners NEW | 7,645 | 213K | — | +0.0% | 1Q | SEC ↗ |
| 46 | SILVER OAK SECURITIES, INCORPORATED NEW | 7,181 | 200K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Kovack Advisors, Inc. NEW | 7,178 | 200K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Spire Wealth Management | 6,116 | 170K | — | +0.0% | 7Q | SEC ↗ |
| 49 | Pinnacle Wealth Planning Services, Inc | 5,756 | 160K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Capital Analysts, LLC | 5,728 | 160K | — | +0.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Jefferies Financial Group Inc. | 26,785 | 746K |
| Quad-Cities Investment Group, LLC | 21,493 | 599K |
| Optivise Advisory Services LLC | 20,232 | 564K |
| StoneX Group Inc. | 17,066 | 476K |
| Csenge Advisory Group | 14,839 | 414K |
| PARK AVENUE SECURITIES LLC | 13,517 | 377K |
| CreativeOne Wealth, LLC | 13,505 | 376K |
| GTS SECURITIES LLC | 8,253 | 230K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7,936 | 221K |
| Arax Advisory Partners | 7,645 | 213K |
| SILVER OAK SECURITIES, INCORPORATED | 7,181 | 200K |
| Kovack Advisors, Inc. | 7,178 | 200K |
| Buck Wealth Strategies, LLC | 1,670 | 47K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,653 | 46K |
| IFP Advisors, Inc | 546 | 15K |
| Ameritas Investment Partners, Inc. | 400 | 11K |
| Park Square Financial Group, LLC | 34 | 1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Westwood Wealth Management | 83,294 | 2M |
| Encompass More Asset Management | 59,282 | 2M |
| Foundations Investment Advisors, LL | 9,947 | 277K |
| Savvy Advisors, Inc. | 8,261 | 230K |
| CX Institutional | 5,108 | 142K |
| CoreCap Advisors, LLC | 4,639 | 129K |
| Larson Financial Group LLC | 2,948 | 82K |
| Camelot Portfolios, LLC | 2,581 | 72K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,286 | 36K |
| UBS Group AG | 721 | 20K |
| Advisory Services Network, LLC | 370 | 10K |
Biggest Increases (20)
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lionshead Wealth Management, LLC | -54,418 | -67.1% | 26,740 |
| SMART Wealth LLC | -24,329 | -39.2% | 37,657 |
| Jaffetilchin Investment Partners, L | -21,683 | -73.7% | 7,734 |
| Arkadios Wealth Advisors | -4,535 | -16.8% | 22,521 |
| MGO ONE SEVEN LLC | -2,005 | -1.7% | 112,893 |
| BFI Wealth Solutions, LLC | -1,772 | -4.5% | 37,666 |
| Ashton Thomas Private Wealth, LLC | -668 | -59.6% | 453 |
| Rockefeller Capital Management L.P. | -545 | -35.3% | 1,000 |
| FORTRESS PRIVATE LEDGER, LLC | -514 | -3.9% | 12,635 |
| Benson Wealth Management INC | -416 | -3.5% | 11,349 |
| Mariner, LLC | -400 | -3.2% | 12,100 |
| Harvest Investment Services, LLC | -351 | -2.9% | 11,681 |
| KINTRA WEALTH, LLC | -282 | -2.3% | 11,819 |
| Bullseye Investment Management, LLC | -158 | -56.6% | 121 |
| Wood Tarver Financial Group, LLC | -151 | -1.3% | 11,367 |
| Noble Wealth Management PBC | -125 | -12.5% | 875 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | -15 | -0.1% | 16,530 |
| Sigma Planning Corp | -11 | -0.1% | 7,915 |