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FT Vest US Equity Max Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
HP
26
Holistic Planning
Texas
$633K +$14.9K +450 +2%
CCFM
27
Clear Creek Financial Management
Washington
$580K -$96.3K -2,900 -14%
FWM
28
Foguth Wealth Management
Michigan
$568K -$93.6K -2,817 -14%
Apollon Wealth Management
29
Apollon Wealth Management
South Carolina
$539K +$49.6K +1,492 +10%
TCM
30
Triumph Capital Management
Colorado
$528K -$19.9K -600 -4%
AE Wealth Management
31
AE Wealth Management
Kansas
$521K -$48K -1,445 -8%
GFA
32
Gallagher Fiduciary Advisors
Illinois
$513K +$205K +6,177 +68%
Arkadios Wealth Advisors
33
Arkadios Wealth Advisors
Georgia
$458K -$38.2K -1,150 -8%
JIP
34
Jaffetilchin Investment Partners
Florida
$402K – – –
SPWG
35
Syntegra Private Wealth Group
Missouri
$400K -$98.6K -2,968 -20%
IFP Advisors
36
IFP Advisors
Florida
$375K – – –
WEG
37
World Equity Group
Illinois
$363K -$17.8K -536 -5%
CB
38
Chris Bulman
California
$319K -$17K -512 -5%
Gerber Kawasaki Wealth & Investment Management
39
Gerber Kawasaki Wealth & Investment Management
California
$316K -$172K -5,167 -35%
PWP
40
Prasad Wealth Partners
Ohio
$298K +$296K +8,900 New
IF
41
Integrity Financial
Wyoming
$294K -$2.49K -75 -0.8%
BWS
42
Buck Wealth Strategies
Colorado
$281K – – –
CAC
43
Certified Advisory Corp
Florida
$273K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$273K – – –
FHC
45
First Heartland Consultants
Missouri
$271K -$14.5K -437 -5%
Independent Financial Group
46
Independent Financial Group
California
$267K – – –
Merit Financial Group
47
Merit Financial Group
Georgia
$262K – – –
VFG
48
Victory Financial Group
Texas
$260K +$258K +7,770 New
MWA
49
MN Wealth Advisors
Kansas
$256K – – –
SG
50
StoneX Group
New York
$251K +$41.7K +1,256 +20%