We are live on ! Find out more
FSEP icon

FT Vest US Equity Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$20.1M +$6.56M +148,626 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.7M +$12.8M +289,893 +281%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.5M +$1.25M +28,316 +10%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.5M +$9.04M +204,705 +408%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.89M -$4.22M -95,515 -30%
WIM
6
WealthPlan Investment Management
Nebraska
$9.51M +$9.35M +211,633 New
CFS
7
Commonwealth Financial Services
West Virginia
$7.86M +$7.77M +175,980 New
CW
8
CreativeOne Wealth
Kansas
$7.62M +$7.04M +159,339 +1,543%
KAS
9
Kestra Advisory Services
Texas
$6.37M +$1.37M +31,025 +28%
RFG
10
REAP Financial Group
Texas
$6.13M +$1.78M +40,288 +42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.73M -$552K -12,501 -9%
MC
12
McCarthy & Cox
Ohio
$5.39M +$56.7K +1,284 +1%
SW
13
Schulz Wealth
Texas
$5.29M +$32K +724 +0.6%
ZIMP
14
Zimmermann Investment Management & Planning
Pennsylvania
$5.02M +$4.93M +111,724 New
WP
15
WealthPLAN Partners
Nebraska
$4.85M +$4.76M +107,828 New
KWS
16
Keystone Wealth Services
California
$4.83M +$179K +4,051 +4%
LPL Financial
17
LPL Financial
California
$4.29M -$35.1K -795 -0.8%
SB
18
Strategic Blueprint
Georgia
$4.2M +$3.57M +80,898 +647%
RJA
19
Raymond James & Associates
Florida
$3.88M +$67.4K +1,526 +2%
1W
20
1776 Wealth
Georgia
$3.3M +$49.5K +1,121 +2%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$3.22M +$1.25M +28,409 +66%
AssetMark Inc
22
AssetMark Inc
California
$3.02M +$1.98M +44,725 +199%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.64M +$1.97M +44,515 +315%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.56M +$87.1K +1,972 +4%
PFS
25
Prospera Financial Services
Texas
$2.53M +$183K +4,151 +8%