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FT Vest Fund of Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
176
Blue Bell Private Wealth Management
Pennsylvania
$1.3M +$611K +22,426 +93%
IF
177
Intrua Financial
Texas
$1.29M +$1.26M +46,311 New
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M -$57.5K -2,108 -4%
MA
179
Mutual Advisors
Nebraska
$1.21M +$114K +4,200 +11%
PCA
180
Pallas Capital Advisors
Massachusetts
$1.18M -$327K -12,000 -22%
BRWA
181
B. Riley Wealth Advisors
Florida
$1.1M -$269K -9,876 -18%
LSA
182
Lion Street Advisors
Texas
$1.04M
PWP
183
Pursue Wealth Partners
California
$1.03M +$1.01M +37,000 New
SI
184
Stephens Inc
Arkansas
$1.02M -$43.2K -1,585 -4%
CCFM
185
Clear Creek Financial Management
Washington
$1.01M -$3.35K -123 -0.3%
LFG
186
Larson Financial Group
Missouri
$987K
KWA
187
Kingswood Wealth Advisors
California
$948K +$607K +22,255 +191%
BAM
188
Belpointe Asset Management
Nevada
$927K +$903K +33,137 New
PA
189
Pinnacle Associates
New York
$921K +$71.3K +2,615 +9%
PAG
190
Private Advisory Group
Washington
$921K +$9.84K +361 +1%
GRP
191
Global Retirement Partners
California
$874K +$334K +12,259 +65%
PS
192
Principal Securities
Iowa
$873K +$288K +10,571 +51%
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$864K +$842K +30,893 New
WWA
194
WCG Wealth Advisors
Nevada
$851K +$288K +10,570 +53%
IWN
195
Independent Wealth Network
Iowa
$820K +$800K +29,338 New
TA
196
TrueWealth Advisors
Alabama
$813K +$269K +9,887 +52%
CP
197
Castleview Partners
Texas
$812K +$94.3K +3,460 +14%
EA
198
Ergawealth Advisors
Illinois
$798K +$778K +28,532 New
EE
199
EWG Elevate
California
$776K +$757K +27,763 New
EWA
200
EverSource Wealth Advisors
Alabama
$770K +$760K +27,886 New