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FT Vest Fund of Nasdaq-100 Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$712K +$214K +7,722 +44%
FHC
52
First Heartland Consultants
Missouri
$687K -$250K -9,038 -27%
IA
53
IFG Advisory
Georgia
$629K +$358K +12,931 +139%
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$603K -$99.5K -3,590 -14%
AWM
55
Axxcess Wealth Management
California
$589K +$22.6K +815 +4%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$579K +$243K +8,763 +75%
BCI
57
Brinker Capital Investments
Pennsylvania
$577K +$328K +11,820 +138%
OPS
58
Orion Portfolio Solutions
Nebraska
$577K +$328K +11,820 +138%
FA
59
Flagstar Advisors
New York
$576K +$123K +4,446 +28%
IP
60
Ignite Planners
California
$553K
GVAG
61
Great Valley Advisor Group
Delaware
$536K -$253K -9,126 -33%
SWP
62
Summit Wealth Partners
Florida
$523K +$512K +18,467 New
BRWA
63
B. Riley Wealth Advisors
Florida
$510K +$21.8K +788 +4%
PWM
64
Prosperity Wealth Management
California
$505K +$171K +6,159 +53%
Jane Street
65
Jane Street
New York
$504K +$493K +17,781 New
WS
66
Wedbush Securities
California
$502K +$491K +17,732 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$459K +$449K +16,204 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$407K +$215K +7,774 +118%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$380K +$372K +13,420 New
WWA
70
WCG Wealth Advisors
Nevada
$329K +$322K +11,600 New
SWA
71
Stratos Wealth Advisors
Ohio
$328K +$86.8K +3,132 +37%
KWA
72
Kingswood Wealth Advisors
California
$315K +$309K +11,133 New
JIP
73
Jaffetilchin Investment Partners
Florida
$270K +$265K +9,544 New
PPP
74
Private Portfolio Partners
New Jersey
$257K -$4.38K -158 -2%
WAM
75
Worth Asset Management
Texas
$228K -$153K -5,525 -41%