We are live on ! Find out more
GSEP icon

FT Vest US Equity Moderate Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
26
CreativeOne Wealth
Kansas
$411K +$402K +12,445 New
HP
27
Holistic Planning
Texas
$404K – – –
EWM
28
EPG Wealth Management
Georgia
$396K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$374K -$254K -7,876 -41%
Jane Street
30
Jane Street
New York
$345K -$414K -12,832 -55%
FPWM
31
FSB Premier Wealth Management
Iowa
$339K – – –
IF
32
Integrity Financial
Wyoming
$339K -$54.5K -1,688 -14%
KC
33
Kinloch Capital
Virginia
$333K – – –
DFA
34
DHJJ Financial Advisors
Illinois
$323K – – –
AWM
35
Accel Wealth Management
Iowa
$314K -$9.69K -300 -3%
HAS
36
HBW Advisory Services
California
$222K – – –
BWM
37
BCGM Wealth Management
Indiana
$218K – – –
Larson Financial Group
38
Larson Financial Group
Missouri
$181K – – –
Harbour Investments
39
Harbour Investments
Wisconsin
$157K -$9.43K -292 -6%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$118K -$13.8K -427 -11%
CoreCap Advisors
41
CoreCap Advisors
Michigan
$115K +$112K +3,482 New
Steward Partners Investment Advisory
42
Steward Partners Investment Advisory
New York
$111K – – –
Aptus Capital Advisors
43
Aptus Capital Advisors
Alabama
$92.7K – – –
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$92.7K – – –
Capital Analysts LLC
45
Capital Analysts LLC
Pennsylvania
$74K – – –
Bank of America
46
Bank of America
North Carolina
$73.9K +$72.3K +2,238 New
SS
47
Sunbelt Securities
Texas
$67.1K – – –
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$42.9K – – –
UBS Group
49
UBS Group
Switzerland
$26.4K +$25.9K +801 New
Principal Securities
50
Principal Securities
Iowa
$24.8K – – –