FT Vest U.S. Small Cap Moder (SMAY)

CUSIP: 33740F466 | NYSE | 117 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AThe Charger Corporation	1,788,186	44.7%	New 5%+ stake	Sep 30, 2026	No 13F filer matched

13G/AThe Charger Corporation1,788,186

44.7% of class · Sep 30, 2026

Institutional Holders — Q3 2026

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MGO One Seven LLC112,553

0.1% of portfolio$3.1M

LPL Financial LLC90,166

0.0% of portfolio$2.5M

BFI Wealth Solutions, LLC46,366

0.9% of portfolio$1.3M

Kestra Advisory Services, LLC44,853

0.0% of portfolio$1.2M

Commonwealth Equity Services, LLC43,119

0.0% of portfolio$1.2M

Wealth Enhancement Advisory Services, LLC38,941

0.0% of portfolio$116.5K

NorthCrest Asset Manangement, LLC34,726

0.0% of portfolio$959.7K

First Heartland Consultants, Inc.33,982

0.1% of portfolio$940.4K

Ignite Planners, LLC27,746

0.1% of portfolio$767.9K

Cambridge Investment Research Advisors, Inc.27,270

0.0% of portfolio$755.0K

Lionshead Wealth Management, LLC26,740

0.5% of portfolio$740.0K

Optivise Advisory Services LLC25,589

0.3% of portfolio$708.2K

Csenge Advisory Group24,570

0.0% of portfolio$680.0K

Grantvest Financial Group LLC24,257

0.4% of portfolio$671.3K

Quad-Cities Investment Group, LLC21,456

0.2% of portfolio$593.8K

Diligent Investors, LLC21,100

0.1% of portfolio$583.9K

StoneX Group Inc.17,928

0.0% of portfolio$496.2K

Park Avenue Securities LLC13,502

0.0% of portfolio$374.0K

Avidian Wealth Enterprises, LLC13,192

0.0% of portfolio$365.1K

Fragasso Financial Advisors Inc12,914

0.0% of portfolio$358.0K

Blue Bell Private Wealth Management, LLC12,481

0.0% of portfolio$345.4K

Dhjj Financial Advisors, Ltd.9,369

0.1% of portfolio$259.3K

Level Four Advisory Services, LLC7,936

0.0% of portfolio$219.6K

Sigma Planning Corp7,881

0.0% of portfolio$218.1K

Pinnacle Wealth Planning Services, Inc.6,656

0.0% of portfolio$184.2K

Spire Wealth Management6,116

0.0% of portfolio$169.3K

Lanark Financial, Inc.3,798

0.0% of portfolio$105.1K

Buck Wealth Strategies, LLC1,670

0.0% of portfolio$46.2K

Creative Financial Designs Inc1,080

0.0% of portfolio$29.9K

Noble Wealth Management PBC875

0.0% of portfolio$24.2K

IFP Advisors, Inc546

0.0% of portfolio$15.1K

Capital Investment Advisory Services, LLC500

0.0% of portfolio$13.8K

Ashton Thomas Private Wealth, LLC236

0.0% of portfolio$6.5K

Assetmark, Inc71

0.0% of portfolio$2.0K

				Style	Turnover	Location	Filed
MGO One Seven LLC	112,553	$3.1M	0.1%	Growth	Low	Beachwood, OH	2026-10-28
LPL Financial LLC	90,166	$2.5M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
BFI Wealth Solutions, LLC	46,366	$1.3M	0.9%	ETF	Low	Dallas, TX	2026-10-16
Kestra Advisory Services, LLC	44,853	$1.2M	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	43,119	$1.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Wealth Enhancement Advisory Services, LLC	38,941	$116.5K	0.0%	Core	Low	Plymouth, MN	2026-10-13
NorthCrest Asset Manangement, LLC	34,726	$959.7K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
First Heartland Consultants, Inc.	33,982	$940.4K	0.1%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Ignite Planners, LLC	27,746	$767.9K	0.1%	Core	Low	San Clemente, CA	2026-10-14
Cambridge Investment Research Advisors, Inc.	27,270	$755.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Lionshead Wealth Management, LLC	26,740	$740.0K	0.5%	ETF	Low	New York, NY	2026-10-21
Optivise Advisory Services LLC	25,589	$708.2K	0.3%	ETF	Medium	Franklin, TN	2026-10-19
Csenge Advisory Group	24,570	$680.0K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Grantvest Financial Group LLC	24,257	$671.3K	0.4%	ETF	Low	Matawan, NJ	2026-10-21
Quad-Cities Investment Group, LLC	21,456	$593.8K	0.2%	Core	Low	Davenport, IA	2026-10-16
Diligent Investors, LLC	21,100	$583.9K	0.1%	Core	Low	Redlands, CA	2026-10-21
StoneX Group Inc.	17,928	$496.2K	0.0%	ETF	Medium	New York, NY	2026-11-03
Park Avenue Securities LLC	13,502	$374.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
Avidian Wealth Enterprises, LLC	13,192	$365.1K	0.0%	ETF	Low	Houston, TX	2026-10-08
Fragasso Financial Advisors Inc	12,914	$358.0K	0.0%	ETF	Low	Sewickley, PA	2026-10-13
Blue Bell Private Wealth Management, LLC	12,481	$345.4K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Dhjj Financial Advisors, Ltd.	9,369	$259.3K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
Level Four Advisory Services, LLC	7,936	$219.6K	0.0%	Core	Low	Dallas, TX	2026-11-06
Sigma Planning Corp	7,881	$218.1K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Pinnacle Wealth Planning Services, Inc.	6,656	$184.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Spire Wealth Management	6,116	$169.3K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Lanark Financial, Inc.	3,798	$105.1K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Buck Wealth Strategies, LLC	1,670	$46.2K	0.0%	Value	Medium	Denver, CO	2026-10-28
Creative Financial Designs Inc	1,080	$29.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Noble Wealth Management PBC	875	$24.2K	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
IFP Advisors, Inc	546	$15.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Capital Investment Advisory Services, LLC	500	$13.8K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Ashton Thomas Private Wealth, LLC	236	$6.5K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Assetmark, Inc	71	$2.0K	0.0%	ETF	Low	Concord, CA	2026-10-21