SOA Wealth Advisors LLC. Has $499,000 Stock Holdings in FT Vest U.S. Small Cap Moderate Buffer ETF – May $SMAY

SOA Wealth Advisors LLC. decreased its position in FT Vest U.S. Small Cap Moderate Buffer ETF – May (BATS:SMAY) by 53.9% during the 1st quarter, Holdings Channel.com reports. The fund owned 18,980 shares of the company’s stock after selling 22,216 shares during the quarter. SOA Wealth Advisors LLC.’s holdings in FT Vest U.S. Small Cap Moderate Buffer ETF – May were worth $499,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sunbelt Securities Inc. raised its holdings in FT Vest U.S. Small Cap Moderate Buffer ETF – May by 68.8% during the 3rd quarter. Sunbelt Securities Inc. now owns 1,578 shares of the company’s stock worth $40,000 after purchasing an additional 643 shares during the last quarter. Advisory Services Network LLC lifted its position in FT Vest U.S. Small Cap Moderate Buffer ETF – May by 2.0% during the 4th quarter. Advisory Services Network LLC now owns 58,345 shares of the company’s stock valued at $1,515,000 after purchasing an additional 1,165 shares during the period. CoreCap Advisors LLC bought a new position in shares of FT Vest U.S. Small Cap Moderate Buffer ETF – May in the 4th quarter valued at about $120,000. Kestra Advisory Services LLC boosted its stake in shares of FT Vest U.S. Small Cap Moderate Buffer ETF – May by 46.1% in the 1st quarter. Kestra Advisory Services LLC now owns 36,117 shares of the company’s stock valued at $950,000 after purchasing an additional 11,393 shares during the last quarter. Finally, Arkadios Wealth Advisors bought a new position in shares of FT Vest U.S. Small Cap Moderate Buffer ETF – May in the 4th quarter valued at about $708,000.

FT Vest U.S. Small Cap Moderate Buffer ETF – May Price Performance

Shares of BATS:SMAY opened at $28.10 on Friday. The stock has a market cap of $115.21 million, a price-to-earnings ratio of 16.31 and a beta of 0.73. The company has a 50 day moving average of $28.04 and a 200-day moving average of $27.11. FT Vest U.S. Small Cap Moderate Buffer ETF – May has a one year low of $23.86 and a one year high of $28.45.

FT Vest U.S. Small Cap Moderate Buffer ETF – May Company Profile

The FT Cboe Vest U.S. Small Cap Moderate Buffer ETF – May (SMAY) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims for specific buffered losses and capped gains on the iShares Russell 2000 ETF over a specific holdings period. The actively managed fund holds options and collateral. SMAY was launched on May 19, 2023 and is managed by First Trust.