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QMMY

FT Vest Nasdaq-100 Moderate Buffer ETF - May

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$111K +$109K +4,200 New
FFA
52
Farther Finance Advisors
California
$106K +$104K +4,000 New
GWM
53
Geneos Wealth Management
Colorado
$92.7K +$71.5K +2,750 +367%
NWMP
54
Noble Wealth Management PBC
Colorado
$79.5K
IWC
55
Integrated Wealth Concepts
Massachusetts
$74K +$72.7K +2,794 New
SPIA
56
Steward Partners Investment Advisory
New York
$50.6K +$49.7K +1,909 New
MWM
57
Mosley Wealth Management
California
$48.3K +$47.4K +1,823 New
IAIM
58
International Assets Investment Management
Florida
$45.5K +$44.9K +1,727 New
ACA
59
Aptus Capital Advisors
Alabama
$33.1K
CFD
60
Creative Financial Designs
Indiana
$16.4K +$16.1K +620 New
TWM
61
Topsail Wealth Management
North Carolina
$5.3K +$5.2K +200 New
BWM
62
Benson Wealth Management
Tennessee
$4.71K
KFG
63
Kingdom Financial Group
Arizona
$4.66K +$4.58K +176 New
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$821
Morgan Stanley
65
Morgan Stanley
New York
$185
CCFM
66
Clear Creek Financial Management
Washington
-$903K -36,371 Closed
OMC
67
Old Mission Capital
Illinois
-$537K -21,627 Closed
SA
68
Sacks & Associates
New Jersey
-$300K -12,095 Closed
ASN
69
Advisory Services Network
Georgia
-$24.8K -1,000 Closed