We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
201
Diversify Advisory Services
Utah
$1.05M +$1.01M +35,905 New
CCFM
202
Clear Creek Financial Management
Washington
$1.04M -$6.69K -237 -0.7%
LFG
203
Larson Financial Group
Missouri
$1.03M +$5.08K +180 +0.5%
AAP
204
Arax Advisory Partners
Colorado
$1M +$980K +34,725 New
SI
205
Stephens Inc
Arkansas
$1M -$47K -1,665 -5%
BAM
206
Belpointe Asset Management
Nevada
$1M +$42.3K +1,499 +5%
PAG
207
Private Advisory Group
Washington
$979K +$26K +920 +3%
WWM
208
Western Wealth Management
Colorado
$977K +$347K +12,305 +57%
WWMSC
209
Wagner Wealth Management (South Carolina)
South Carolina
$969K -$1.06M -37,707 -53%
HWMO
210
Heritage Wealth Management (Ohio)
Ohio
$955K +$925K +32,785 New
PA
211
Pinnacle Associates
New York
$940K -$12.7K -450 -1%
CWM
212
Cornerstone Wealth Management
Missouri
$937K +$198K +7,019 +28%
LEA
213
Legacy Edge Advisors
New York
$927K +$662K +23,455 +273%
SW
214
SteelPeak Wealth
California
$918K +$896K +31,750 New
EFS
215
Essex Financial Services
Connecticut
$918K +$159K +5,625 +21%
EWA
216
EverSource Wealth Advisors
Alabama
$911K +$97K +3,438 +12%
HIS
217
Harvest Investment Services
Illinois
$891K +$284K +10,057 +48%
AIFAIM
218
American Institute for Advanced Investment Management
Arizona
$881K +$601K +21,305 +232%
IWN
219
Independent Wealth Network
Iowa
$881K +$31.4K +1,113 +4%
UCFA
220
United Capital Financial Advisors
Texas
$876K +$855K +30,291 New
TA
221
TrueWealth Advisors
Alabama
$841K
CAM
222
Cozad Asset Management
Illinois
$828K +$194K +6,870 +32%
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
$826K +$248K +8,802 +45%
QCIG
224
Quad-Cities Investment Group
Iowa
$825K +$37K +1,310 +5%
EE
225
EWG Elevate
California
$803K +$451 +16 +0.1%