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FT Vest US Equity Moderate Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$206K -$885 -20 -0.4%
PSCM
102
Per Stirling Capital Management
Texas
$202K +$198K +4,485 New
VBFP
103
Valtinson Bruner Financial Planning
Minnesota
$202K +$198K +4,482 New
Barclays
104
Barclays
United Kingdom
$200K +$197K +4,446 +444,600%
SEP
105
Signature Equity Partners
Ohio
$196K -$8.49K -192 -4%
BWM
106
Benson Wealth Management
Tennessee
$164K -$44 -1 -0%
UBS Group
107
UBS Group
Switzerland
$154K +$151K +3,421 +342,100%
Morgan Stanley
108
Morgan Stanley
New York
$115K – – –
DFA
109
DHJJ Financial Advisors
Illinois
$102K – – –
PWPS
110
Pinnacle Wealth Planning Services
Ohio
$91.2K – – –
CFD
111
Creative Financial Designs
Indiana
$64.8K -$2.79K -63 -4%
NS
112
NBC Securities
Alabama
$64.6K – – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$62.4K +$61.3K +1,386 New
FNWA
114
Financial Network Wealth Advisors
Utah
$60.7K – – –
Jones Financial Companies
115
Jones Financial Companies
Missouri
$44.7K – – –
RWA
116
Reicon Wealth Advisors
Georgia
$38.8K +$38.1K +862 New
BIM
117
Bullseye Investment Management
Ohio
$28.4K -$8.85K -200 -24%
SWM
118
Spire Wealth Management
Virginia
$28.1K – – –
PB
119
Pinnacle Bancorp
Nebraska
$20.3K – – –
IA
120
IFP Advisors
Florida
$18.2K – – –
LFG
121
Larson Financial Group
Missouri
$16.7K -$265 -6 -2%
AssetMark Inc
122
AssetMark Inc
California
$3.24K – – –
KCM
123
Key Capital Management
Tennessee
$2.43K – – –
PCS
124
Private Client Services
Kentucky
– -$3.91M -93,248 Closed
OMC
125
Old Mission Capital
Illinois
– -$585K -13,969 Closed