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Disclosery

SMAY FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

63 managers (63 13F filers) reported a position in SMAY shares at 2025-12-31, 1,663,371 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
63
13F filers
63
New
13
Added
6
Reduced
24
Sold out
5
Shares held by filers
1,663,371

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,225$4.94M0.01%-1,04413F-HRTimelineGroup
Cetera Investment Advisers148,796$3.86M<0.01%-6,43413F-HRTimeline
MGO ONE SEVEN LLC117,838$3.06M0.06%013F-HRTimeline
Westwood Wealth Management83,294$2.16M1.63%new13F-HRTimeline
Lionshead Wealth Management, LLC83,294$2.16M1.63%-53313F-HRTimeline
SMART Wealth LLC69,062$1.79M0.55%-6,75013F-HRTimeline
LPL Financial LLC65,552$1.7M<0.01%+83313F-HRTimeline
Cambridge Investment Research Advisors,…60,609$1.57M<0.01%-10,05613F-HRTimeline
Encompass More Asset Management59,282$1.54M0.29%-14513F-HRTimeline
Advisory Services Network, LLC58,345$1.52M0.02%+1,16513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,437$1.49M<0.01%-3,68513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,230$1.17M<0.01%-6113F-HRTimelineGroup
Benson Wealth Management INC41,501$1.08M1.2%13F-HRTimeline
SOA Wealth Advisors, LLC.41,196$1.07M0.18%-45513F-HRTimeline
NorthCrest Asset Manangement, LLC38,516$1.01M0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC37,936$985K0.02%+5,68713F-HRTimeline
First Heartland Consultants, Inc.32,579$846K0.06%+35013F-HRTimeline
BFI Wealth Solutions, LLC30,875$802K0.76%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,449$791K<0.01%-4,52513F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC29,417$764K0.04%-8,86613F-HRTimeline
Ignite Planners, LLC27,000$711K0.11%-99013F-HRTimeline
Arkadios Wealth Advisors27,273$708K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,724$642K<0.01%-41613F-HRTimelineGroup
Grantvest Financial Group LLC22,088$574K0.37%-14913F-HRTimeline
Optivise Advisory Services LLC17,983$467K0.27%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,675$433K0.14%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC13,883$360K0.12%-82713F-HRTimeline
Harvest Investment Services, LLC13,837$359K0.07%-29,95113F-HRTimeline
Fragasso Financial Advisors Inc12,914$335K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC12,830$333K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,500$325K<0.01%-1,73013F-HRTimelineGroup
Wood Tarver Financial Group, LLC11,563$300K0.08%-1,48013F-HRTimeline
Foundations Investment Advisors, LLC11,137$289K<0.01%new13F-HRTimeline
Diligent Investors, LLC10,600$275K0.07%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,801$229K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC8,465$220K<0.01%013F-HRTimeline
Savvy Advisors, Inc.8,261$215K0.01%new13F-HRTimeline
Sigma Planning Corp8,149$212K0.01%-8,24613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,908$184K<0.01%+30613F-HRTimeline
DHJJ Financial Advisors, Ltd.6,511$169K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,116$159K0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,820$152K<0.01%-33113F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.5,756$149K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.5,580$145K<0.01%013F-HRTimeline
CX Institutional5,108$133K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,995$130K0.02%013F-HRTimeline
CoreCap Advisors, LLC4,639$120K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,798$98.6K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,678$95.5K<0.01%013F-HRTimeline
Larson Financial Group LLC2,948$76.5K<0.01%013F-HRTimeline
Camelot Portfolios, LLC2,581$67K0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,632$42.4K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,578$41K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,150$29.9K0.02%-35013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,147$29.8K<0.01%-1,93013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV705$18.3K<0.01%+13913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY521$13.5K<0.01%new13F-HR/ATimelineGroup
Capital Investment Advisory Services, L…500$13K<0.01%-20013F-HRTimeline
AE Wealth Management LLC429$11.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.400$10.4K0.01%new13F-HRTimeline
Bullseye Investment Management, LLC266$6.91K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG250$6.49K<0.01%-32913F-HRTimelineGroup
CWM, LLCin group CWM, LLC239$6K<0.01%013F-HRTimelineGroup