We are live on ! Find out more
GJUL icon

FT Vest US Equity Moderate Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Ignite Planners
California
$510K
MCM
52
MAI Capital Management
Ohio
$440K -$94.8K -2,596 -18%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$432K -$47.6K -1,303 -10%
HI
54
Harbour Investments
Wisconsin
$426K -$19.9K -545 -4%
AA
55
Armis Advisers
Georgia
$415K +$413K +11,308 New
OIA
56
OneDigital Investment Advisors
Kansas
$411K -$2.06M -56,510 -83%
SWP
57
Summit Wealth Partners
Florida
$393K -$42.3K -1,158 -10%
NG
58
Norden Group
Utah
$383K
SPIA
59
Steward Partners Investment Advisory
New York
$375K
FPWM
60
FSB Premier Wealth Management
Iowa
$361K
KIM
61
Kestra Investment Management
Texas
$359K +$2.45K +67 +0.7%
GFG
62
Grantvest Financial Group
New Jersey
$352K +$351K +9,602 New
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$347K +$29.4K +804 +9%
BFA
64
Beacon Financial Advisory
Ohio
$333K
LAM
65
Lifestyle Asset Management
Texas
$331K -$17.3M -474,638 -98%
PAS
66
PKS Advisory Services
New York
$330K +$329K +8,995 New
RFG
67
REAP Financial Group
Texas
$327K -$658 -18 -0.2%
CA
68
CWC Advisors
Oregon
$313K -$621 -17 -0.2%
OP
69
ORG Partners
Indiana
$299K +$153K +4,200 +106%
PFS
70
Prospera Financial Services
Texas
$292K
SWM
71
Spire Wealth Management
Virginia
$280K +$279K +7,627 New
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$280K -$15.2K -415 -5%
CPIG
73
Chicago Partners Investment Group
Illinois
$273K
DFA
74
DHJJ Financial Advisors
Illinois
$269K
Jane Street
75
Jane Street
New York
$269K -$1.69M -46,352 -86%