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FT Vest Fund of Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$893K -$511K -14,264 -37%
WWM
352
Walser Wealth Management
Florida
$892K +$163K +4,548 +23%
CA
353
Claro Advisors
Massachusetts
$875K -$94.9K -2,649 -10%
CIG
354
Cascade Investment Group
Colorado
$869K +$24.5K +683 +3%
DA
355
Drake & Associates
Wisconsin
$855K -$18.9K -528 -2%
TAM
356
Tucker Asset Management
Colorado
$854K -$57.6K -1,609 -6%
AssetMark Inc
357
AssetMark Inc
California
$852K +$125K +3,480 +18%
SAI
358
Savvy Advisors Inc
New York
$837K +$72.2K +2,015 +10%
LSL
359
Legacy Solutions LLC
Pennsylvania
$833K +$352K +9,814 +76%
SPW
360
Sonoma Private Wealth
California
$816K
MFF
361
Michels Family Financial
Texas
$800K
SFS
362
Sowell Financial Services
Arkansas
$791K -$21.7K -607 -3%
AWP
363
Axis Wealth Partners
Rhode Island
$789K -$15.9K -445 -2%
CWM
364
Concentrum Wealth Management
California
$777K +$47.2K +1,317 +7%
FA
365
FSA Advisors
Michigan
$776K -$89.8K -2,507 -11%
HWM
366
HB Wealth Management
Georgia
$772K
PI
367
PFG Investments
New York
$743K +$729K +20,352 New
GPWA
368
Gaddis Premier Wealth Advisors
Oklahoma
$742K +$387K +10,818 +114%
P
369
&Partners
Tennessee
$742K -$23K -642 -3%
EWP
370
Equity Wealth Partners
Missouri
$740K +$64.2K +1,793 +10%
AWC
371
Adamsbrown Wealth Consultants
Kansas
$738K -$70.3K -1,963 -9%
EC
372
EdgeRock Capital
Colorado
$735K -$14.3K -400 -2%
SIM
373
Synergy Investment Management
Florida
$734K -$98.7K -2,756 -12%
BFA
374
Blueprint Financial Advisors
North Carolina
$729K +$715K +19,969 New
BIP
375
Blueprint Investment Partners
North Carolina
$729K +$715K +19,969 New