We are live on ! Find out more
FNOV icon

FT Vest US Equity Buffer ETF November

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
101
Main Street Financial Solutions
Pennsylvania
$422K – – –
MI
102
Motiv8 Investments
Florida
$422K +$414K +7,695 New
JSW
103
Journey Strategic Wealth
New Jersey
$416K -$88.8K -1,650 -18%
CWA
104
Crusonia Wealth Advisors
Colorado
$415K +$407K +7,567 New
MWM
105
Meridian Wealth Management
Kentucky
$400K +$392K +7,287 New
BFG
106
Beacon Financial Group
Texas
$398K – – –
NRI
107
NFP Retirement Inc
California
$388K – – –
PWMG
108
Pinnacle Wealth Management Group
Michigan
$384K +$377K +6,995 New
PAS
109
Park Avenue Securities
New York
$382K -$43.5K -808 -10%
CCG
110
Catalina Capital Group
California
$381K – – –
FWM
111
ForthRight Wealth Management
Georgia
$375K -$14.8K -275 -4%
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$355K +$186K +3,463 +115%
LSL
113
Legacy Solutions LLC
Pennsylvania
$349K +$8.4K +156 +3%
AWM
114
Accel Wealth Management
Iowa
$333K – – –
MWM
115
Modern Wealth Management
Kansas
$329K -$26.9K -500 -8%
SFS
116
Sowell Financial Services
Arkansas
$326K -$61.2K -1,137 -16%
HighTower Advisors
117
HighTower Advisors
Illinois
$318K +$312K +5,791 New
SG
118
StoneX Group
New York
$298K -$3.23K -60 -1%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$285K – – –
KWA
120
Kingswood Wealth Advisors
California
$283K +$16.2K +300 +6%
LI
121
LVZ Inc
Michigan
$281K – – –
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$279K – – –
CIA
123
Concurrent Investment Advisors
Florida
$279K +$67.5K +1,253 +33%
IA
124
IFP Advisors
Florida
$277K +$35.5K +660 +15%
BWS
125
Buck Wealth Strategies
Colorado
$272K +$27.5K +510 +11%