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FT Vest Fund of Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
126
Castle Rock Wealth Management
California
$226K
CAAS
127
Capital Asset Advisory Services
Michigan
$217K -$3.35K -146 -2%
PCIA
128
Prime Capital Investment Advisors
Kansas
$207K -$395K -17,237 -66%
DFA
129
DHJJ Financial Advisors
Illinois
$207K +$202K +8,815 New
AIP
130
Ameritas Investment Partners
Nebraska
$206K +$13.2K +575 +7%
BFA
131
Beacon Financial Advisory
Ohio
$205K +$201K +8,742 New
LNC
132
Lincoln National Corp
Pennsylvania
$200K +$195K +8,523 New
BBPWM
133
Blue Bell Private Wealth Management
Pennsylvania
$182K -$15.5K -676 -8%
BEI
134
Benjamin Edwards Inc
Missouri
$146K -$436 -19 -0.3%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$143K +$140K +6,111 New
AWM
136
Atticus Wealth Management
Florida
$94.5K +$92.3K +4,025 New
UBS Group
137
UBS Group
Switzerland
$87.5K +$85.6K +3,730 New
ASN
138
Advisory Services Network
Georgia
$53.9K +$52.7K +2,296 New
AIC
139
Archer Investment Corporation
Indiana
$41.8K
CFB
140
Cullen/Frost Bankers
Texas
$41.6K +$40.6K +1,772 New
ADL
141
Asset Dedication LLC
California
$39K
PTC
142
Private Trust Company
Ohio
$26.3K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$15.1K +$14.8K +645 New
HBW
144
Hazlett, Burt & Watson
West Virginia
$9K +$8.46K +369 New
CIAS
145
Capital Investment Advisory Services
North Carolina
$5.42K
SCA
146
Stonebridge Capital Advisors
Minnesota
$2.75K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$1.01K
Wells Fargo
148
Wells Fargo
California
$352
BAM
149
Belpointe Asset Management
Nevada
$211
SVWAG
150
Sound View Wealth Advisors Group
Georgia
-$1.75M -66,009 Closed