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
MCWS
76
McKinley Carter Wealth Services
West Virginia
$319K +$315K +7,727 New
Chicago Partners Investment Group
77
Chicago Partners Investment Group
Illinois
$308K – – –
EA
78
Ergawealth Advisors
Illinois
$305K – – –
Sanctuary Advisors
79
Sanctuary Advisors
Indiana
$298K +$1.96K +48 +0.7%
MFS
80
Madrona Financial Services
Washington
$290K – – –
PAS
81
PKS Advisory Services
New York
$283K – – –
Independent Financial Group
82
Independent Financial Group
California
$279K – – –
NAS
83
NWF Advisory Services
California
$278K -$22.7K -555 -8%
DFA
84
DHJJ Financial Advisors
Illinois
$278K – – –
Kestra Private Wealth Services
85
Kestra Private Wealth Services
Texas
$267K – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$265K – – –
GFG
87
Grantvest Financial Group
New Jersey
$265K -$88.3K -2,163 -25%
CF
88
Centaurus Financial
California
$264K – – –
NLP
89
Next Level Private
New York
$253K – – –
GSAM
90
Grant Street Asset Management
Pennsylvania
$237K – – –
TSS
91
Two Sigma Securities
New York
$227K +$224K +5,496 New
Spire Wealth Management
92
Spire Wealth Management
Virginia
$221K – – –
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$220K – – –
ACM
94
Anfield Capital Management
California
$217K -$27.1K -665 -11%
IAS
95
Insigneo Advisory Services
Florida
$216K -$3.02K -74 -1%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$205K -$20.2K -496 -9%
SOS
97
Silver Oak Securities
Tennessee
$202K +$199K +4,886 New
TCM
98
Triumph Capital Management
Colorado
$197K -$121K -2,968 -38%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$185K +$12.2K +300 +7%
FNWA
100
Financial Network Wealth Advisors
Utah
$176K – – –