We are live on ! Find out more
GMAR icon

FT Vest US Equity Moderate Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
101
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$79.9K +$79.3K +2,133 New
FNWA
102
Financial Network Wealth Advisors
Utah
$60.9K +$60.4K +1,625 New
WWP
103
WR Wealth Planners
Missouri
$45.9K
IF
104
Integrity Financial
Wyoming
$45.2K
UBS Group
105
UBS Group
Switzerland
$41.6K -$38.6K -1,037 -48%
CAL
106
Capital Analysts LLC
Pennsylvania
$33K
AWM
107
AE Wealth Management
Kansas
$24.4K +$24.2K +650 New
IWM
108
IMG Wealth Management
Florida
$22K +$21.9K +588 New
GM
109
GeoWealth Management
Illinois
$16.2K +$16.1K +432 New
GRP
110
Global Retirement Partners
California
$15K +$14.9K +400 New
CJ
111
Caitlin John
Michigan
$12.8K -$409 -11 -3%
PB
112
Pinnacle Bancorp
Nebraska
$12.2K
Barclays
113
Barclays
United Kingdom
$11.5K -$46.7K -1,255 -80%
AIP
114
Ameritas Investment Partners
Nebraska
$11.2K +$11.2K +300 New
SAM
115
Synergy Asset Management
Washington
$3.01K +$3.05K +82 New
HAS
116
HBW Advisory Services
California
-$1.17M -31,837 Closed
OMC
117
Old Mission Capital
Illinois
-$1.03M -27,919 Closed
SWP
118
Summit Wealth Partners
Florida
-$791K -21,544 Closed
LA
119
Lifeworks Advisors
Michigan
-$419K -11,416 Closed
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
-$326K -8,870 Closed
AAS
121
Avantax Advisory Services
Texas
-$250K -6,799 Closed
SP
122
Sequent Planning
Nebraska
-$233K -6,341 Closed
JIP
123
Jaffetilchin Investment Partners
Florida
-$123K -3,361 Closed
CIAS
124
Capital Investment Advisory Services
North Carolina
-$51.6K -1,405 Closed
CPA
125
Clear Point Advisors
New York
-$48.1K -1,310 Closed