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FT Vest US Equity Moderate Buffer ETF June

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
101
DHJJ Financial Advisors
Illinois
$183K – – –
GA
102
GoalVest Advisory
New York
$153K – – –
Farther Finance Advisors
103
Farther Finance Advisors
California
$142K -$22.5K -575 -14%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$115K +$114K +2,903 New
Geneos Wealth Management
105
Geneos Wealth Management
Colorado
$97K – – –
SageView Advisory Group
106
SageView Advisory Group
California
$89.1K +$88K +2,250 New
BWM
107
Benson Wealth Management
Tennessee
$83.2K +$82.2K +2,100 New
KG
108
Kilter Group
New York
$78.6K – – –
FNWA
109
Financial Network Wealth Advisors
Utah
$44.1K – – –
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$40K – – –
BIM
111
Bullseye Investment Management
Ohio
$39.6K +$39.1K +1,000 New
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$39.6K +$39.1K +1,000 New
LA
113
LM Advisors
California
$31.3K -$1.18M -30,051 -96%
Capital Analysts LLC
114
Capital Analysts LLC
Pennsylvania
$27K – – –
LAS
115
Lloyd Advisory Services
Georgia
$24.8K +$24.4K +625 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
UBS Group
117
UBS Group
Switzerland
$17.5K +$14.4K +368 +497%
IWM
118
IMG Wealth Management
Florida
$16.3K – – –
HBW
119
Hazlett, Burt & Watson
West Virginia
$15K – – –
CIAS
120
Capital Investment Advisory Services
North Carolina
$2.69K +$2.66K +68 New
EWM
121
Evolution Wealth Management
Florida
$1.47K -$7.86K -201 -84%
Smartleaf Asset Management
122
Smartleaf Asset Management
Massachusetts
$1.35K +$1.33K +34 New
Old Mission Capital
123
Old Mission Capital
Illinois
– -$1.18M -30,270 Closed
PA
124
PFG Advisors
Arizona
– -$255K -6,563 Closed
Park Avenue Securities
125
Park Avenue Securities
New York
– -$243K -6,254 Closed