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FT Vest US Equity Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$91.5K
ACA
127
Aptus Capital Advisors
Alabama
$71.3K
CPA
128
Clear Point Advisors
New York
$59.7K
CP
129
Camelot Portfolios
Ohio
$42.5K +$41.5K +1,000 New
PS
130
Principal Securities
Iowa
$41.2K +$40.2K +968 New
Morgan Stanley
131
Morgan Stanley
New York
$39.5K +$12.2K +295 +47%
VAG
132
VisionPoint Advisory Group
Texas
$13.8K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$9.96K +$9.71K +234 New
APC
134
Aspire Private Capital
North Carolina
$9.06K +$8.84K +213 New
AIP
135
Ameritas Investment Partners
Nebraska
$8.51K
WWM
136
Wolff Wiese Magana
California
$8.21K
CAS
137
Coppell Advisory Solutions
Texas
$4.81K +$4.69K +113 New
JP Morgan Chase
138
JP Morgan Chase
New York
$1.7K -$413K -9,947 -100%
GLR
139
Great Lakes Retirement
Ohio
$808 +$788 +19 New
AF
140
Allworth Financial
California
$727
MAC
141
Mason & Associates (California)
California
-$70.6M -1,714,085 Closed
TF
142
Trek Financial
Arizona
-$761K -18,455 Closed
MW
143
MBL Wealth
North Carolina
-$688K -16,695 Closed
LNC
144
Lincoln National Corp
Pennsylvania
-$516K -12,525 Closed
Goldman Sachs
145
Goldman Sachs
New York
-$381K -9,244 Closed
SWP
146
Semus Wealth Partners
Florida
-$340K -8,249 Closed
CBFP
147
Cedar Brook Financial Partners
Ohio
-$289K -7,015 Closed
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
-$206K -5,010 Closed
BEI
149
Benjamin Edwards Inc
Missouri
-$128K -3,094 Closed