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FT Vest US Equity Moderate Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
101
Morgan Stanley
New York
$17.4K -$7.55K -200 -30%
Geneos Wealth Management
102
Geneos Wealth Management
Colorado
$14.8K – – –
Parallel Advisors
103
Parallel Advisors
California
$13K +$13.2K +350 New
AssetMark Inc
104
AssetMark Inc
California
$12.4K +$11.1K +295 +738%
Farther Finance Advisors
105
Farther Finance Advisors
California
$11.1K -$1.66K -44 -13%
RDFA
106
Ritter Daniher Financial Advisory
Ohio
$9.26K – – –
BW
107
Basepoint Wealth
Iowa
$7.4K +$7.55K +200 New
Ameritas Advisory Services
108
Ameritas Advisory Services
Nebraska
$3.92K +$4K +106 New
Atria Investments
109
Atria Investments
North Carolina
– -$6.24M -164,866 Closed
BWM
110
BAM Wealth Management
Colorado
– -$4.24M -112,195 Closed
Jane Street
111
Jane Street
New York
– -$2.65M -70,047 Closed
CreativeOne Wealth
112
CreativeOne Wealth
Kansas
– -$2.45M -64,650 Closed
HIM
113
Hanlon Investment Management
New Jersey
– -$840K -22,213 Closed
WEG
114
World Equity Group
Illinois
– -$514K -13,585 Closed
IFG Advisory
115
IFG Advisory
Georgia
– -$316K -8,357 Closed
AIA
116
AssuredPartners Investment Advisors
Florida
– -$280K -7,400 Closed
CAP
117
Columbia Advisory Partners
Washington
– -$252K -6,675 Closed
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
– -$232K -6,145 Closed
PAS
119
PKS Advisory Services
New York
– -$217K -5,750 Closed
Foundations Investment Advisors
120
Foundations Investment Advisors
Arizona
– -$207K -5,471 Closed
LAS
121
Lloyd Advisory Services
Georgia
– -$11.8K -312 Closed
CIAS
122
Capital Investment Advisory Services
North Carolina
– -$2.72K -72 Closed
Smartleaf Asset Management
123
Smartleaf Asset Management
Massachusetts
– -$1.36K -36 Closed