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FT Vest Fund of Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
251
Precedent Wealth Partners
Texas
$1.69M -$60.5K -1,791 -3%
TA
252
TrueWealth Advisors
Alabama
$1.65M +$253K +7,500 +18%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$1.65M +$128K +3,800 +9%
DFA
254
DHJJ Financial Advisors
Illinois
$1.63M -$51.7K -1,532 -3%
PCA
255
Prosperity Capital Advisors
Ohio
$1.63M +$195K +5,773 +14%
NFG
256
Nations Financial Group
Iowa
$1.62M +$198K +5,850 +14%
SOS
257
Silver Oak Securities
Tennessee
$1.62M +$1.34M +39,729 +538%
IWN
258
Independent Wealth Network
Iowa
$1.59M -$586K -17,350 -27%
MOS
259
MGO One Seven
Ohio
$1.58M -$381K -11,282 -20%
AIP
260
Ameritas Investment Partners
Nebraska
$1.58M +$95K +2,813 +7%
SWGC
261
Summit Wealth Group (Colorado)
Colorado
$1.55M +$1.52M +45,113 New
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$1.53M -$118K -3,506 -7%
KWA
263
Kingswood Wealth Advisors
California
$1.52M -$177K -5,249 -11%
CAGAS
264
Capital Advisory Group Advisory Services
Minnesota
$1.5M +$21.4K +635 +1%
BWP
265
Balboa Wealth Partners
Arizona
$1.47M +$37.4K +1,109 +3%
BBPWM
266
Blue Bell Private Wealth Management
Pennsylvania
$1.47M -$17.2K -508 -1%
LEA
267
Legacy Edge Advisors
New York
$1.47M -$79.8K -2,362 -5%
TWM
268
TCFG Wealth Management
California
$1.46M -$46K -1,362 -3%
WWM
269
Wolff Wiese Magana
California
$1.46M +$66.2K +1,962 +5%
MWM
270
Mascagni Wealth Management
Mississippi
$1.45M -$26K -770 -2%
LFG
271
Larson Financial Group
Missouri
$1.43M +$42K +1,243 +3%
TAM
272
Titleist Asset Management
Texas
$1.43M +$1.41M +41,750 New
TWM
273
TopTier Wealth Management
Wisconsin
$1.4M +$1.38M +40,925 New
FFS
274
Forge Financial Services
Oklahoma
$1.39M +$507K +15,016 +59%
PA
275
PFG Advisors
Arizona
$1.37M -$1.38M -40,928 -51%