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FT Vest US Equity Max Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
BWS
51
Buck Wealth Strategies
Colorado
$259K -$27.2K -800 -10%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$259K -$19.8K -582 -7%
LI
53
LVZ Inc
Michigan
$252K +$250K +7,373 New
SageView Advisory Group
54
SageView Advisory Group
California
$247K -$951 -28 -0.4%
Creative Planning
55
Creative Planning
Kansas
$247K -$951 -28 -0.4%
SFG
56
SageGuard Financial Group
Tennessee
$241K -$4.52K -133 -2%
SCA
57
Sage Capital Advisors
South Dakota
$233K – – –
DFA
58
DHJJ Financial Advisors
Illinois
$232K -$11.8K -348 -5%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$230K -$10.2K -300 -4%
Great Valley Advisor Group
60
Great Valley Advisor Group
Delaware
$225K -$5.43K -160 -2%
LI
61
LifeWealth Investments
Florida
$223K -$441 -13 -0.2%
PWP
62
Precedent Wealth Partners
Texas
$204K +$203K +5,972 New
EWM
63
Evolution Wealth Management
Florida
$188K -$1.63K -48 -0.9%
BIM
64
Bullseye Investment Management
Ohio
$170K -$51.1K -1,505 -23%
Steward Partners Investment Advisory
65
Steward Partners Investment Advisory
New York
$135K – – –
JP Morgan Chase
66
JP Morgan Chase
New York
$126K -$66.5K -1,957 -35%
GEA
67
Glen Eagle Advisors
New Jersey
$102K – – –
Geneos Wealth Management
68
Geneos Wealth Management
Colorado
$101K +$4.41K +130 +5%
IWM
69
IMG Wealth Management
Florida
$101K -$42.1K -1,241 -30%
UBS Group
70
UBS Group
Switzerland
$59.4K +$59.1K +1,739 New
Capital Analysts LLC
71
Capital Analysts LLC
Pennsylvania
$41K – – –
APFP
72
Action Point Financial Planning
Michigan
$34.1K +$34K +1,000 New
Barclays
73
Barclays
United Kingdom
$13.9K -$152K -4,473 -92%
CFD
74
Creative Financial Designs
Indiana
$10.1K – – –
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$1.43K – – –