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SFEB

FT Vest US Small Cap Moderate Buffer ETF February

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$275K
NFG
27
Nations Financial Group
Iowa
$244K
BEI
28
Benjamin Edwards Inc
Missouri
$234K +$228K +11,002 New
SWA
29
SOA Wealth Advisors
New York
$230K
MFGM
30
Marshall Financial Group (Maryland)
Maryland
$213K
BCI
31
Brinker Capital Investments
Pennsylvania
$202K +$197K +9,488 New
OPS
32
Orion Portfolio Solutions
Nebraska
$202K +$197K +9,488 New
SS
33
Sunbelt Securities
Texas
$173K
CFGS
34
Concourse Financial Group Securities
Alabama
$167K
UBS Group
35
UBS Group
Switzerland
$129K +$80.2K +3,867 +175%
DFA
36
DHJJ Financial Advisors
Illinois
$108K
CAL
37
Capital Analysts LLC
Pennsylvania
$59K
PS
38
Principal Securities
Iowa
$6.39K
SW
39
SMART Wealth
Nebraska
-$1.49M -73,958 Closed
Citadel Advisors
40
Citadel Advisors
Florida
-$538K -26,740 Closed
Goldman Sachs
41
Goldman Sachs
New York
-$303K -15,080 Closed
KWM
42
Kingsview Wealth Management
Oregon
-$278K -13,832 Closed
KWA
43
Kingswood Wealth Advisors
California
-$264K -13,125 Closed
FA
44
Flagstar Advisors
New York
-$226K -11,235 Closed
SRA
45
Secured Retirement Advisors
Minnesota
-$212K -10,535 Closed
AFG
46
Albion Financial Group
Utah
-$24.1K -1,200 Closed