We are live on ! Find out more
BUFD icon

FT Vest Fund of Deep Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
101
Quad-Cities Investment Group
Iowa
$344K +$112K +4,693 +50%
SWM
102
Sanctuary Wealth Management
Idaho
$313K
EWM
103
Echo Wealth Management
Minnesota
$309K +$10.9K +457 +4%
MCWS
104
McKinley Carter Wealth Services
West Virginia
$285K
AWAP
105
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$281K
SA
106
Sanctuary Advisors
Indiana
$279K +$282K +11,850 New
RIA
107
Regal Investment Advisors
Michigan
$276K
PCA
108
Pallas Capital Advisors
Massachusetts
$264K -$24.2K -1,017 -9%
CCFM
109
Clear Creek Financial Management
Washington
$258K -$45.3K -1,900 -15%
BCI
110
Brinker Capital Investments
Pennsylvania
$244K +$239K +10,042 New
OPS
111
Orion Portfolio Solutions
Nebraska
$244K +$239K +10,042 New
EWM
112
EPG Wealth Management
Georgia
$243K -$238K -10,000 Closed
DFA
113
DHJJ Financial Advisors
Illinois
$237K -$5.72K -240 -2%
MAG
114
Mayfair Advisory Group
Alabama
$228K +$222K +9,300 New
HAS
115
HBW Advisory Services
California
$227K +$222K +9,327 New
PWM
116
Perigon Wealth Management
California
$227K +$222K +9,316 New
TPWA
117
Twin Peaks Wealth Advisors
California
$220K
CIG
118
Cascade Investment Group
Colorado
$204K -$3.1K -130 -2%
IAP
119
Indie Asset Partners
Indiana
$201K +$197K +8,250 New
PTC
120
Private Trust Company
Ohio
$144K
AWM
121
Avior Wealth Management
Nebraska
$137K +$49.1K +2,060 +58%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$111K +$109K +4,580 New
KFS
123
Kelly Financial Services
Massachusetts
$81K
ATPW
124
Ashton Thomas Private Wealth
Arizona
$76.3K +$74.7K +3,136 New
SPIA
125
Steward Partners Investment Advisory
New York
$48.6K