Ft Vest U.s. Small Cap Moder

Major stakeholders currently include Mgo One Seven LLC ($3.0M), Cetera Investment Advisers ($2.6M), Lionshead Wealth Management, LLC ($2.1M). Based on the latest 13F filings, there are a total of 57 tracked investment funds and institutions maintaining positions in SMAY.

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $13.2M, driven by 12 managers accumulating shares while 36 reduced their exposure.

In the latest period, 28 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $36.8M.

Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.6M.