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FT Vest Fund of Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
TA
201
TrueWealth Advisors
Alabama
$510K +$485K +19,196 New
GRP
202
Global Retirement Partners
California
$505K -$797K -31,548 -62%
EFS
203
Essex Financial Services
Connecticut
$484K +$460K +18,215 New
FA
204
FSA Advisors
Michigan
$469K +$446K +17,661 New
TFGT
205
TS Financial Group (TSFG)
Illinois
$459K +$437K +17,282 New
CCP
206
Clarity Capital Partners
California
$458K +$436K +17,245 New
AFP
207
Ausdal Financial Partners
Iowa
$438K +$32.5K +1,287 +8%
CAM
208
Cozad Asset Management
Illinois
$436K +$414K +16,398 New
HIS
209
Harvest Investment Services
Illinois
$422K +$34.3K +1,359 +9%
SFS
210
Sowell Financial Services
Arkansas
$410K +$390K +15,432 New
SWM
211
Scissortail Wealth Management
Oklahoma
$385K +$359K +14,188 New
CAM
212
Cresset Asset Management
Illinois
$364K +$10.5K +415 +3%
SAW
213
Signal Advisors Wealth
Michigan
$361K +$344K +13,599 New
WP
214
WealthSource Partners
California
$355K +$338K +13,360 New
NFG
215
Nations Financial Group
Iowa
$348K +$19.6K +775 +6%
Morgan Stanley
216
Morgan Stanley
New York
$341K +$57K +2,255 +21%
AR
217
Apeiron RIA
Texas
$340K +$323K +12,802 New
CWM
218
Curi Wealth Management
North Carolina
$323K +$307K +12,149 New
QCIG
219
Quad-Cities Investment Group
Iowa
$317K +$9.55K +378 +3%
KWA
220
Kingswood Wealth Advisors
California
$310K +$295K +11,664 New
WAM
221
Worth Asset Management
Texas
$306K +$291K +11,510 New
SPW
222
Sonoma Private Wealth
California
$295K +$281K +11,111 New
DFA
223
DHJJ Financial Advisors
Illinois
$294K +$50.8K +2,009 +22%
FCM
224
Family Capital Management
Michigan
$286K +$31K +1,227 +13%
PWM
225
Prosperity Wealth Management
California
$258K +$245K +9,700 New