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FT Vest Fund of Deep Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Goldenstone Wealth Management
California
$304K +$300K +10,750 New
BWM
152
BAM Wealth Management
Colorado
$303K +$20.1K +721 +7%
CCFM
153
Clear Creek Financial Management
Washington
$299K – – –
RIA
154
Regal Investment Advisors
Michigan
$298K – – –
HighTower Advisors
155
HighTower Advisors
Illinois
$264K +$260K +9,333 New
EFS
156
Essex Financial Services
Connecticut
$262K +$10K +360 +4%
SCA
157
Snowden Capital Advisors
New York
$258K +$255K +9,150 New
MWA
158
MN Wealth Advisors
Kansas
$258K +$254K +9,121 New
HWM
159
HB Wealth Management
Georgia
$254K – – –
EMAM
160
Encompass More Asset Management
California
$253K -$2.79K -100 -1%
GSWM
161
Golden State Wealth Management
California
$252K – – –
KA
162
Kovack Advisors
Florida
$248K +$245K +8,795 New
CWM
163
Cornerstone Wealth Management
Missouri
$245K – – –
SW
164
Schulz Wealth
Texas
$244K – – –
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$237K +$5.02K +180 +2%
WWM
166
Western Wealth Management
Colorado
$235K -$7.95K -285 -3%
SWP
167
Summit Wealth Partners
Florida
$233K – – –
DWG
168
Darden Wealth Group
Michigan
$232K +$13.9K +500 +6%
BMCM
169
Bryn Mawr Capital Management
Pennsylvania
$230K – – –
CWAF
170
Core Wealth Advisors (Florida)
Florida
$229K – – –
IAN
171
Integrated Advisors Network
Texas
$211K -$11.7K -418 -5%
SMC
172
Smith, Moore & Co
Missouri
$210K +$208K +7,451 New
BW
173
BIP Wealth
Georgia
$208K +$205K +7,351 New
FIA
174
Foundations Investment Advisors
Arizona
$205K -$105K -3,770 -34%
HAS
175
HBW Advisory Services
California
$202K +$199K +7,143 New