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FT Vest Fund of Nasdaq-100 Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Accurate Wealth Management
Florida
$330K +$86.5K +2,450 +37%
BWP
127
Balboa Wealth Partners
Arizona
$307K +$17.6K +500 +6%
APWA
128
Atlas Private Wealth Advisors
New Jersey
$307K -$115K -3,267 -28%
DAS
129
Diversify Advisory Services
Utah
$306K -$63.9K -1,811 -18%
CWM
130
Collaborative Wealth Management
Florida
$303K +$75.3K +2,135 +34%
HSA
131
HBK Sorce Advisory
Pennsylvania
$300K +$80.4K +2,277 +38%
WS
132
Wedbush Securities
California
$300K -$4.55K -129 -2%
HighTower Advisors
133
HighTower Advisors
Illinois
$297K +$292K +8,276 New
DI
134
Diligent Investors
California
$285K – – –
SMC
135
Smith, Moore & Co
Missouri
$284K +$28K +794 +11%
GSEP
136
Golden State Equity Partners
California
$280K +$15.9K +451 +6%
SG
137
Sharper & Granite
California
$264K – – –
MCWS
138
McKinley Carter Wealth Services
West Virginia
$238K +$234K +6,639 New
PFPG
139
Pinnacle Financial Partners (Georgia)
Georgia
$235K +$232K +6,563 New
VA
140
VestGen Advisors
Illinois
$232K -$150K -4,241 -40%
QCIG
141
Quad-Cities Investment Group
Iowa
$215K – – –
IAN
142
Integrated Advisors Network
Texas
$211K +$207K +5,877 New
SAM
143
Synergy Asset Management
Washington
$210K -$1.38K -39 -0.7%
ARG
144
Advisory Resource Group
Oklahoma
$201K +$198K +5,621 New
NS
145
NBC Securities
Alabama
$138K +$20K +566 +17%
GRP
146
Global Retirement Partners
California
$133K -$212 -6 -0.2%
TAM
147
Tucker Asset Management
Colorado
$132K – – –
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$128K – – –
WA
149
Whipplewood Advisors
Colorado
$120K +$52.1K +1,477 +79%
AWM
150
AE Wealth Management
Kansas
$102K – – –