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DECM

FT Vest U.S. Equity Max Buffer ETF - December

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.43M -$1.03M -33,293 -11%
PWP
2
Precedent Wealth Partners
Texas
$7.42M -$52.1K -1,686 -0.7%
MW
3
Maia Wealth
Colorado
$2.71M -$74.8K -2,423 -3%
KAS
4
Kestra Advisory Services
Texas
$2.31M +$59.7K +1,932 +3%
CAM
5
Creekmur Asset Management
Illinois
$1.1M -$1.88K -61 -0.2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$990K +$318K +10,303 +49%
CCFM
7
Clear Creek Financial Management
Washington
$859K +$131K +4,226 +18%
DFP
8
Defined Financial Planning
California
$689K +$673K +21,798 New
AI
9
Atria Investments
North Carolina
$634K +$621K +20,095 New
OMC
10
Old Mission Capital
Illinois
$578K +$28.1K +911 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$526K +$312K +10,105 +153%
SFS
12
Security Financial Services
Indiana
$471K
LCWP
13
Legacy Capital Wealth Partners
Arkansas
$417K
NA
14
NewEdge Advisors
Louisiana
$385K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$378K +$370K +11,983 New
BWS
16
Buck Wealth Strategies
Colorado
$375K +$50.8K +1,645 +16%
MFS
17
Madrona Financial Services
Washington
$374K
LPL Financial
18
LPL Financial
California
$352K +$345K +11,158 New
MAM
19
Milestone Asset Management
Pennsylvania
$324K +$318K +10,285 New
HAS
20
HBW Advisory Services
California
$310K
Osaic Holdings
21
Osaic Holdings
Arizona
$305K +$281K +9,093 +1,568%
CAL
22
Capital Analysts LLC
Pennsylvania
$276K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$270K +$1.98K +64 +0.8%
AWS
24
Atria Wealth Solutions
New York
$218K -$28K -908 -12%
AWM
25
AE Wealth Management
Kansas
$192K -$101K -3,265 -35%