We are live on ! Find out more
FJUL icon

FT Vest US Equity Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$513K
APA
27
American Portfolios Advisors
New York
$507K -$368K -10,349 -42%
KWS
28
Keystone Wealth Services
California
$505K
SCA
29
Sage Capital Advisors
South Dakota
$482K
OMC
30
Old Mission Capital
Illinois
$480K -$1.29M -36,314 -73%
SPI
31
Santori & Peters Inc
Pennsylvania
$476K
CAN
32
Cetera Advisor Networks
California
$439K +$120K +3,364 +38%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$437K
WEG
34
World Equity Group
Illinois
$430K +$423K +11,911 New
OWA
35
Outlook Wealth Advisors
Texas
$424K +$417K +11,742 New
Mariner
36
Mariner
Kansas
$387K -$19.1K -538 -5%
IWC
37
Integrated Wealth Concepts
Massachusetts
$352K -$1.06M -29,834 -75%
TCM
38
Triumph Capital Management
Colorado
$328K -$44.6K -1,255 -12%
TCA
39
Transcend Capital Advisors
New Jersey
$322K
QPW
40
Quantum Private Wealth
Florida
$288K +$284K +8,000 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$281K +$276K +7,777 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$250K +$246K +6,926 New
MOS
43
MGO One Seven
Ohio
$236K +$8.88K +250 +4%
WFA
44
WMG Financial Advisors
Tennessee
$228K
CF
45
Centaurus Financial
California
$216K -$60.5K -1,704 -22%
IF
46
Integrity Financial
Wyoming
$198K -$80K -2,252 -29%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$135K
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$108K
GEA
49
Glen Eagle Advisors
New Jersey
$72.2K
UBS Group
50
UBS Group
Switzerland
$72K +$6.64K +187 +10%