FT Vest U.S. Small Cap Moderate Fund (SMAY)
BATS BATS Primary Summary
SMAY Chart
FT Vest U.S. Small Cap Moderate Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,290 | $84,471.84 | $92,827.35 | $8,355.51 | 9.89% |
 Jeff Ameen Spire Wealth Management | 6,116 | $151,615.64 | $172,410.04 | $20,794.4 | 13.72% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 34,726 | $816,537.74 | $978,925.94 | $162,388.2 | 19.89% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,286 | $33,833 | $36,348.79 | $2,515.79 | 7.44% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,121 | $29,108.56 | $31,640.22 | $2,531.66 | 8.7% |
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FT Vest U.S. Small Cap Moderate Fund Profile
| BATS Exchange | US Country |
Overview
The described company is a fund that primarily centers its investment strategy around FLexible EXchange® Options (FLEX Options), specifically targeting options that track the performance of the iShares Russell 2000 ETF. Given its focus, the fund is structured to invest nearly all of its assets in these financial instruments. It's key to note that this fund adopts a non-diversified investment approach, placing significant emphasis on the potential gains from the small-cap market segment represented by the Russell 2000 index.
Products and Services
- FLexible EXchange® Options (FLEX Options)
The primary investment vehicle of the fund, FLexible EXchange® Options, are customized option contracts that provide the flexibility to set exercise prices, exercise styles, and expiration dates. These options are pivotal in the fund's strategy to leverage the price performance of the iShares Russell 2000 ETF, which encapsulates the overall market performance of small-cap companies listed in the United States. The unique characteristic of FLEX Options allows the fund to manage risk and seek returns that are aligned with the performance of the underlying ETF, serving as a sophisticated instrument catered to investors looking to tap into the Russell 2000's growth potential directly.
