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OCTM

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

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$224K +$222K +6,853 New
MAM
27
Milestone Asset Management
Pennsylvania
$220K +$218K +6,733 New
ACM
28
Anfield Capital Management
California
$177K
Barclays
29
Barclays
United Kingdom
$160K -$33.5K -1,033 -17%
IF
30
Integrity Financial
Wyoming
$155K +$154K +4,760 New
EWM
31
Evolution Wealth Management
Florida
$115K
FFA
32
Farther Finance Advisors
California
$80.5K -$53.3K -1,643 -40%
FNWA
33
Financial Network Wealth Advisors
Utah
$73.4K +$58.3K +1,798 +399%
Osaic Holdings
34
Osaic Holdings
Arizona
$72.3K +$19.9K +615 +38%
AWM
35
AE Wealth Management
Kansas
$43.8K +$43.5K +1,341 New
Bank of America
36
Bank of America
North Carolina
$41.7K +$41.4K +1,278 New
CIAS
37
Capital Investment Advisory Services
North Carolina
$25.3K
SAG
38
SageView Advisory Group
California
$22K +$21.9K +675 New
JP Morgan Chase
39
JP Morgan Chase
New York
$15.1K -$71.5K -2,206 -83%
AAP
40
Arax Advisory Partners
Colorado
$10.6K +$10.6K +327 New
DFA
41
DHJJ Financial Advisors
Illinois
$5.22K
UBS Group
42
UBS Group
Switzerland
$2.65K -$4.73K -146 -64%
OMC
43
Old Mission Capital
Illinois
-$386K -12,005 Closed
LPL Financial
44
LPL Financial
California
-$204K -6,325 Closed
AAS
45
Ameritas Advisory Services
Nebraska
-$102K -3,180 Closed
SWGC
46
Summit Wealth Group (Colorado)
Colorado
-$595K -1,990 Closed
ASN
47
Advisory Services Network
Georgia
-$35.9K -1,117 Closed