Integrated Wealth Concepts LLC
Position in SMAY — FT Vest U.S. Small Cap Moderate Buffer ETF - May
CIK 1737109
WALTHAM, MA
All Filings in SMAY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAY | $222,705 | 8,465 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMAY | $219,810 | 8,465 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMAY | $214,376 | 8,465 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||