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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$383K
AI
27
Atria Investments
North Carolina
$373K +$367K +11,047 New
KC
28
Kinloch Capital
Virginia
$341K
DFA
29
DHJJ Financial Advisors
Illinois
$331K
AWM
30
Accel Wealth Management
Iowa
$321K
OMC
31
Old Mission Capital
Illinois
$315K -$310K -9,325 -50%
IF
32
Integrity Financial
Wyoming
$301K -$44.9K -1,350 -13%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$257K +$252K +7,590 New
EWM
34
EPG Wealth Management
Georgia
$250K -$399K -12,000 Closed
BWM
35
BCGM Wealth Management
Indiana
$224K
Truist Financial
36
Truist Financial
North Carolina
$204K +$201K +6,046 New
AWS
37
Atria Wealth Solutions
New York
$201K +$197K +5,931 New
CA
38
CoreCap Advisors
Michigan
$193K +$73.6K +2,215 +64%
LFG
39
Larson Financial Group
Missouri
$185K
HI
40
Harbour Investments
Wisconsin
$161K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$121K
SPIA
42
Steward Partners Investment Advisory
New York
$104K -$9.97K -300 -9%
JP Morgan Chase
43
JP Morgan Chase
New York
$97.8K +$96.2K +2,894 New
ACA
44
Aptus Capital Advisors
Alabama
$94.9K
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$94.9K
CAL
46
Capital Analysts LLC
Pennsylvania
$76K
Bank of America
47
Bank of America
North Carolina
$75.7K
SS
48
Sunbelt Securities
Texas
$68.7K
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$43.9K
PS
50
Principal Securities
Iowa
$25.4K