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FT Vest Fund of Nasdaq-100 Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$560K
Citadel Advisors
77
Citadel Advisors
Florida
$546K +$533K +17,993 New
BRWA
78
B. Riley Wealth Advisors
Florida
$519K -$242K -8,153 -32%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$514K +$502K +16,944 New
WWA
80
WCG Wealth Advisors
Nevada
$511K +$104K +3,500 +26%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$501K
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$422K +$85.2K +2,875 +26%
AIP
83
Ameritas Investment Partners
Nebraska
$375K +$144K +4,865 +65%
GFA
84
Gallagher Fiduciary Advisors
Illinois
$362K +$354K +11,943 New
AI
85
Atria Investments
North Carolina
$361K +$352K +11,894 New
OMC
86
Old Mission Capital
Illinois
$347K +$338K +11,427 New
DAS
87
Diversify Advisory Services
Utah
$343K +$25.4K +859 +8%
SW
88
SteelPeak Wealth
California
$334K +$25.2K +850 +8%
JSW
89
Journey Strategic Wealth
New Jersey
$331K +$323K +10,900 New
AAS
90
Avantax Advisory Services
Texas
$304K +$296K +10,000 New
PPP
91
Private Portfolio Partners
New Jersey
$269K -$5.92K -200 -2%
PAS
92
Park Avenue Securities
New York
$254K +$247K +8,354 New
DI
93
Diligent Investors
California
$241K +$29.6K +1,000 +14%
AWM
94
Accurate Wealth Management
Florida
$238K +$23.8K +803 +11%
HWP
95
Heritage Wealth Partners
Ohio
$234K +$14.2K +480 +7%
PFS
96
Prospect Financial Services
New York
$223K +$218K +7,362 New
HIS
97
Harvest Investment Services
Illinois
$216K +$211K +7,113 New
SFPG
98
Stonebridge Financial Planning Group
Florida
$210K +$205K +6,914 New
IA
99
IFP Advisors
Florida
$206K +$201K +6,790 New
GWSG
100
GPS Wealth Strategies Group
Colorado
$199K