We are live on ! Find out more
JUNM

FT Vest U.S. Equity Max Buffer ETF - June

Name Holding Trade Value Shares
Change
Change in
Stake
NS
26
NBC Securities
Alabama
$399K
DFP
27
Defined Financial Planning
California
$381K +$103K +3,060 +37%
AWM
28
AE Wealth Management
Kansas
$378K -$26.4K -786 -7%
RAS
29
RPS Advisory Solutions
Kentucky
$374K -$16.9K -505 -4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$353K +$128K +3,807 +57%
BCM
31
Brookstone Capital Management
Illinois
$335K -$80.1K -2,390 -19%
CAL
32
Capital Analysts LLC
Pennsylvania
$270K
BIM
33
Bullseye Investment Management
Ohio
$266K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$262K -$7.88K -235 -3%
CIA
35
Concurrent Investment Advisors
Florida
$253K -$700K -20,870 -74%
CAM
36
Creekmur Asset Management
Illinois
$230K +$40.3K +1,203 +21%
BWS
37
Buck Wealth Strategies
Colorado
$211K +$209K +6,230 New
CIAS
38
Capital Investment Advisory Services
North Carolina
$175K +$1.51K +45 +0.9%
Barclays
39
Barclays
United Kingdom
$164K +$3.19K +95 +2%
IF
40
Integrity Financial
Wyoming
$143K +$136K +4,055 +2,519%
EWM
41
Evolution Wealth Management
Florida
$111K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$110K +$109K +3,250 New
DFA
43
DHJJ Financial Advisors
Illinois
$88.1K
HI
44
Harbour Investments
Wisconsin
$75.3K
NWMP
45
Noble Wealth Management PBC
Colorado
$67.6K +$67.1K +2,000 New
SPIA
46
Steward Partners Investment Advisory
New York
$28.7K
ASN
47
Advisory Services Network
Georgia
$20.9K +$20.8K +619 New
AssetMark Inc
48
AssetMark Inc
California
$20.3K +$20.1K +600 New
FFA
49
Farther Finance Advisors
California
$6.97K
FNWA
50
Financial Network Wealth Advisors
Utah
$3.82K