FT Vest U.S. Equity Moderate Buffer ETF - February(GFEB)

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FT Vest U.S. Equity Moderate Buffer ETF - February(GFEB)

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GFEB(GFEB)

GFEB

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 140 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	435.66K	Jun 30, 26	+117.02K	5.10%
RAYMOND JAMES FINANCIAL INC	413.61K	Jun 30, 26	-79.78K	4.84%
Cetera Investment Advisers	294.58K	Jun 30, 26	+1.18K	3.45%
HighTower Advisors, LLC	251.53K	Jun 30, 26	+5.64K	2.94%
ADVISOR GROUP HOLDINGS, INC.	247.16K	Jun 30, 26	+15.59K	2.89%
LPL Financial LLC	175.43K	Jun 30, 26	-1.49K	2.05%
MILESTONE ASSET MANAGEMENT, LLC	136.93K	Jun 30, 26	+4.20K	1.60%
Mariner, LLC	134.35K	Jun 30, 26	-3.21K	1.57%
First International Bank of Israel Ltd.	130.00K	Jun 30, 26	--	1.52%
Kestra Advisory Services, LLC	119.19K	Jun 30, 26	-30.47K	1.39%
Atria Investments, Inc	119.15K	Jun 30, 26	-6.65K	1.39%
TRUIST FINANCIAL CORP	112.42K	Jun 30, 26	-4.35K	1.31%
ODonnell Financial Services, LLC	96.70K	Jun 30, 26	-17.91K	1.13%
Clear Creek Financial Management, LLC	89.25K	Jun 30, 26	-7.20K	1.04%
Tanglewood Legacy Advisors, LLC	86.66K	Jun 30, 26	-3.17K	1.01%
ENVESTNET ASSET MANAGEMENT INC	77.76K	Jun 30, 26	-17.26K	0.91%
MAI Capital Management	70.80K	Jun 30, 26	-8.53K	0.83%
Per Stirling Capital Management, LLC.	66.45K	Jun 30, 26	+1.94K	0.78%
FOUNDERS FINANCIAL SECURITIES LLC	59.41K	Jun 30, 26	+2.09K	0.69%
Cambridge Investment Research Advisors, Inc.	59.00K	Jun 30, 26	-14.09K	0.69%
Madrona Financial Services, LLC	51.52K	Jun 30, 26	-5	0.60%
MGO ONE SEVEN LLC	51.10K	Jun 30, 26	-15.71K	0.60%
CITY HOLDING CO	45.51K	Jun 30, 26	-2.10K	0.53%
HARBOUR INVESTMENTS, INC.	43.00K	Jun 30, 26	-993	0.50%
Janney Montgomery Scott LLC	39.08K	Jun 30, 26	+477	0.46%
Arkadios Wealth Advisors	38.88K	Jun 30, 26	-2.54K	0.45%
CreativeOne Wealth, LLC	38.81K	Jun 30, 26	-2.58K	0.45%
Range Financial Group LLC	37.71K	Jun 30, 26	-1.80K	0.44%
Brookstone Capital Management	37.43K	Jun 30, 26	-1.50K	0.44%
Chris Bulman Inc	37.26K	Jun 30, 26	-1.17K	0.44%
SMART Wealth LLC	35.01K	Jun 30, 26	-22.67K	0.41%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	34.16K	Jun 30, 26	+9.47K	0.40%
Concurrent Investment Advisors, LLC	33.27K	Jun 30, 26	+1.33K	0.39%
American Alpha Advisors, LLC	30.72K	Jun 30, 26	-2.28K	0.36%
Steward Partners Investment Advisory, LLC	30.54K	Jun 30, 26	-392	0.36%
Keystone Wealth Services, LLC	29.74K	Jun 30, 26	-3.50K	0.35%
Arete Wealth Advisors, LLC	25.85K	Jun 30, 26	--	0.30%
OLD MISSION CAPITAL LLC	24.75K	Jun 30, 26	+15.47K	0.29%
Farther Finance Advisors, LLC	24.28K	Jun 30, 26	+24.02K	0.28%
Waverly Advisors, LLC	22.78K	Jun 30, 26	--	0.27%
Plotkin Financial Advisors, LLC	20.64K	Jun 30, 26	-1.88K	0.24%
Wood Tarver Financial Group, LLC	19.99K	Jun 30, 26	--	0.23%
MML INVESTORS SERVICES, LLC	19.82K	Jun 30, 26	+7.14K	0.23%
Pinnacle Financial Partners, Inc.	19.61K	Jun 30, 26	--	0.23%
Diligent Investors, LLC	18.48K	Jun 30, 26	-550	0.22%
NewEdge Advisors, LLC	17.88K	Jun 30, 26	+500	0.21%
CITADEL ADVISORS LLC	16.84K	Jun 30, 26	+11.86K	0.20%
Holistic Planning, LLC	16.24K	Jun 30, 26	+3.36K	0.19%
Commonwealth Financial Services, LLC	16.14K	Jun 30, 26	--	0.19%
LANGLEY WEALTH MANAGEMENT, LLC	16.01K	Jun 30, 26	+16.01K	0.19%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.63K	Jun 30, 26	-2.93K	0.17%
Prospera Financial Services Inc	14.45K	Jun 30, 26	-500	0.17%
Ameritas Advisory Services, LLC	13.55K	Jun 30, 26	+13.55K	0.16%
Mutual Advisors, LLC	13.31K	Jun 30, 26	--	0.16%
Sanctuary Advisors, LLC	13.04K	Jun 30, 26	-1.03K	0.15%
IMG Wealth Management, Inc.	12.83K	Jun 30, 26	--	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12.80K	Jun 30, 26	-924	0.15%
Integrity Financial Corp /WA	12.36K	Jun 30, 26	+672	0.14%
Cooper Financial Group	12.33K	Jun 30, 26	--	0.14%
StoneX Group Inc.	12.03K	Jun 30, 26	-652	0.14%
Stratos Wealth Advisors, LLC	11.73K	Jun 30, 26	-445	0.14%
Ifrah Financial Services, Inc.	10.50K	Jun 30, 26	-64	0.12%
Diversify Advisory Services, LLC	10.47K	Jun 30, 26	+10.47K	0.12%
DIVERSIFY WEALTH MANAGEMENT, LLC	10.47K	Jun 30, 26	--	0.12%
Evergreen Wealth Solutions, LLC	9.83K	Jun 30, 26	+9.83K	0.11%
PKS Advisory Services, LLC	9.75K	Jun 30, 26	-198	0.11%
CoreCap Advisors, LLC	9.07K	Jun 30, 26	+280	0.11%
Gallagher Fiduciary Advisors, LLC	9.03K	Jun 30, 26	--	0.11%
NorthCrest Asset Manangement, LLC	8.96K	Jun 30, 26	--	0.10%
Foundations Investment Advisors, LLC	8.96K	Jun 30, 26	+330	0.10%
AQR CAPITAL MANAGEMENT LLC	8.76K	Jun 30, 26	+568	0.10%
Summit Financial, LLC	8.42K	Jun 30, 26	+8.42K	0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.	8.37K	Jun 30, 26	-1	0.10%
KINGSWOOD WEALTH ADVISORS, LLC	8.19K	Jun 30, 26	--	0.10%
Sequent Planning LLC	8.14K	Jun 30, 26	+379	0.10%
INSIGNEO ADVISORY SERVICES, LLC	7.95K	Jun 30, 26	--	0.09%
Resources Investment Advisors, LLC.	7.90K	Jun 30, 26	--	0.09%
Valtinson Bruner Financial Planning LLC	7.43K	Jun 30, 26	--	0.09%
ROYAL BANK OF CANADA	7.28K	Jun 30, 26	+1.78K	0.09%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	7.27K	Jun 30, 26	-94	0.08%
AE Wealth Management LLC	7.24K	Jun 30, 26	+709	0.08%
Financial Network Wealth Advisors LLC	7.18K	Jun 30, 26	--	0.08%
BFI Wealth Solutions, LLC	6.79K	Jun 30, 26	-2	0.08%
DHJJ Financial Advisors, Ltd.	6.79K	Jun 30, 26	--	0.08%
PRINCIPAL SECURITIES, INC.	6.77K	Jun 30, 26	-145	0.08%
Mayfair Advisory Group, LLC	6.76K	Jun 30, 26	--	0.08%
Main Street Financial Solutions, LLC	6.66K	Jun 30, 26	+460	0.08%
ADAMSBROWN WEALTH CONSULTANTS LLC	6.61K	Jun 30, 26	-66	0.08%
CENTAURUS FINANCIAL, INC.	6.54K	Jun 30, 26	--	0.08%
Compass Financial Services Inc	6.50K	Jun 30, 26	--	0.08%
Beacon Financial Advisory LLC	6.46K	Jun 30, 26	--	0.08%
Keating Financial Advisory Services, Inc.	6.17K	Jun 30, 26	+967	0.07%
HRT FINANCIAL LP	5.80K	Jun 30, 26	+5.80K	0.07%
Lifestyle Asset Management, Inc.	5.59K	Jun 30, 26	+5.59K	0.07%
SILVERLAKE WEALTH MANAGEMENT LLC	5.20K	Jun 30, 26	--	0.06%
Sovran Advisors, LLC	4.83K	Jun 30, 26	--	0.06%
Family Wealth Group, LLC	4.55K	Jun 30, 26	+4.55K	0.05%
BARCLAYS PLC	4.48K	Jun 30, 26	+1.52K	0.05%
Triumph Capital Management	3.87K	Jun 30, 26	--	0.05%
REICON WEALTH ADVISORS, LLC	3.30K	Jun 30, 26	-359	0.04%
EVOLUTION WEALTH MANAGEMENT INC.	2.25K	Jun 30, 26	--	0.03%
SRS Capital Advisors, Inc.	1.84K	Jun 30, 26	+1.84K	0.02%
Archer Investment Corp	1.50K	Jun 30, 26	+90	0.02%
MERCER GLOBAL ADVISORS INC /ADV	1.49K	Jun 30, 26	+1.49K	0.02%
Murphy & Mullick Capital Management Corp	1.45K	Jun 30, 26	-300	0.02%
REAP Financial Group, LLC	1.09K	Jun 30, 26	-1.87K	0.01%
Capital Analysts, LLC	1.05K	Jun 30, 26	--	0.01%
MORGAN STANLEY	848	Jun 30, 26	--	0.01%
Topsail Wealth Management, LLC	790	Jun 30, 26	--	0.01%
Signature Equity Partners, LLC	735	Jun 30, 26	--	0.01%
Benson Wealth Management INC	732	Jun 30, 26	-33	0.01%
Wilkerson Advisory Group LLC	712	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL ADVISORS	676	Jun 30, 26	+676	0.01%
Global Retirement Partners, LLC	600	Jun 30, 26	+600	0.01%
OGOREK ANTHONY JOSEPH /NY/ /ADV	273	Jun 30, 26	+273	0.00%
CX Institutional	264	Jun 30, 26	-1.33K	0.00%
UBS Group AG	1	Jun 30, 26	--	0.00%
Brinker Capital Investments, LLC	--	Jun 30, 26	-11.02K	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Jun 30, 26	-2.47K	--
Sunbelt Securities, Inc.	105.19K	Mar 31, 26	-1.10K	1.23%
CWM, LLC	6.71K	Mar 31, 26	+4.98K	0.08%
Jaffetilchin Investment Partners, LLC	6.34K	Mar 31, 26	+6.34K	0.07%
Anfield Capital Management, LLC	545	Mar 31, 26	--	0.01%
Schulz Wealth, LTD.	8.34K	Dec 31, 25	--	0.10%
ORG Partners LLC	1.00K	Dec 31, 25	--	0.01%
BRASS TAX WEALTH MANAGEMENT, INC	23.88K	Sep 30, 25	--	0.28%
SYNOVUS FINANCIAL CORP	19.61K	Sep 30, 25	--	0.23%
Bullseye Investment Management, LLC	15.42K	Sep 30, 25	--	0.18%
GRIES FINANCIAL LLC	--	Sep 30, 25	-78.82K	--
Atria Wealth Solutions, Inc.	14.40K	Jun 30, 25	-32.38K	0.17%
Orion Portfolio Solutions, LLC	15.88K	Mar 31, 25	+1.63K	0.19%
WR Wealth Planners, LLC	712	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	426.81K	Sep 30, 24	-1.23M	4.99%
RAYMOND JAMES & ASSOCIATES	121.22K	Sep 30, 24	-19.36K	1.42%
CEDRUS LLC	25.17K	Sep 30, 24	--	0.29%
RAYMOND JAMES TRUST N.A.	11.20K	Sep 30, 24	--	0.13%
Cetera Advisors LLC	281.11K	Mar 31, 24	-182.44K	3.29%
Cetera Advisor Networks LLC	49.92K	Mar 31, 24	+49.92K	0.58%
InterOcean Capital Group, LLC	11.91K	Mar 31, 24	+11.91K	0.14%
WEALTHSOURCE PARTNERS, LLC	24.10K	Dec 31, 23	-2.50K	0.28%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

435.66K

Jun 30, 26

+117.02K

5.10%

RAYMOND JAMES FINANCIAL INC

413.61K

Jun 30, 26

-79.78K

4.84%

Cetera Investment Advisers

294.58K

Jun 30, 26

+1.18K

3.45%

HighTower Advisors, LLC

251.53K

Jun 30, 26

+5.64K

2.94%

ADVISOR GROUP HOLDINGS, INC.

247.16K

Jun 30, 26

+15.59K

2.89%

LPL Financial LLC

175.43K

Jun 30, 26

-1.49K

2.05%

MILESTONE ASSET MANAGEMENT, LLC

136.93K

Jun 30, 26

+4.20K

1.60%

Mariner, LLC

134.35K

Jun 30, 26

-3.21K

1.57%

First International Bank of Israel Ltd.

130.00K

Jun 30, 26

1.52%

Kestra Advisory Services, LLC

119.19K

Jun 30, 26

-30.47K

1.39%

Atria Investments, Inc

119.15K

Jun 30, 26

-6.65K

1.39%

TRUIST FINANCIAL CORP

112.42K

Jun 30, 26

-4.35K

1.31%

ODonnell Financial Services, LLC

96.70K

Jun 30, 26

-17.91K

1.13%

Clear Creek Financial Management, LLC

89.25K

Jun 30, 26

-7.20K

1.04%

Tanglewood Legacy Advisors, LLC

86.66K

Jun 30, 26

-3.17K

1.01%

ENVESTNET ASSET MANAGEMENT INC

77.76K

Jun 30, 26

-17.26K

0.91%

MAI Capital Management

70.80K

Jun 30, 26

-8.53K

0.83%

Per Stirling Capital Management, LLC.

66.45K

Jun 30, 26

+1.94K

0.78%

FOUNDERS FINANCIAL SECURITIES LLC

59.41K

Jun 30, 26

+2.09K

0.69%

Cambridge Investment Research Advisors, Inc.

59.00K

Jun 30, 26

-14.09K

0.69%

Madrona Financial Services, LLC

51.52K

Jun 30, 26

-5

0.60%

MGO ONE SEVEN LLC

51.10K

Jun 30, 26

-15.71K

0.60%

CITY HOLDING CO

45.51K

Jun 30, 26

-2.10K

0.53%

HARBOUR INVESTMENTS, INC.

43.00K

Jun 30, 26

-993

0.50%

Janney Montgomery Scott LLC

39.08K

Jun 30, 26

+477

0.46%

Arkadios Wealth Advisors

38.88K

Jun 30, 26

-2.54K

0.45%

CreativeOne Wealth, LLC

38.81K

Jun 30, 26

-2.58K

0.45%

Range Financial Group LLC

37.71K

Jun 30, 26

-1.80K

0.44%

Brookstone Capital Management

37.43K

Jun 30, 26

-1.50K

0.44%

Chris Bulman Inc

37.26K

Jun 30, 26

-1.17K

0.44%

SMART Wealth LLC

35.01K

Jun 30, 26

-22.67K

0.41%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

34.16K

Jun 30, 26

+9.47K

0.40%

Concurrent Investment Advisors, LLC

33.27K

Jun 30, 26

+1.33K

0.39%

American Alpha Advisors, LLC

30.72K

Jun 30, 26

-2.28K

0.36%

Steward Partners Investment Advisory, LLC

30.54K

Jun 30, 26

-392

0.36%

Keystone Wealth Services, LLC

29.74K

Jun 30, 26

-3.50K

0.35%

Arete Wealth Advisors, LLC

25.85K

Jun 30, 26

0.30%

OLD MISSION CAPITAL LLC

24.75K

Jun 30, 26

+15.47K

0.29%

Farther Finance Advisors, LLC

24.28K

Jun 30, 26

+24.02K

0.28%

Waverly Advisors, LLC

22.78K

Jun 30, 26

0.27%

Plotkin Financial Advisors, LLC

20.64K

Jun 30, 26

-1.88K

0.24%

Wood Tarver Financial Group, LLC

19.99K

Jun 30, 26

0.23%

MML INVESTORS SERVICES, LLC

19.82K

Jun 30, 26

+7.14K

0.23%

Pinnacle Financial Partners, Inc.

19.61K

Jun 30, 26

0.23%

Diligent Investors, LLC

18.48K

Jun 30, 26

-550

0.22%

NewEdge Advisors, LLC

17.88K

Jun 30, 26

+500

0.21%

CITADEL ADVISORS LLC

16.84K

Jun 30, 26

+11.86K

0.20%

Holistic Planning, LLC

16.24K

Jun 30, 26

+3.36K

0.19%

Commonwealth Financial Services, LLC

16.14K

Jun 30, 26

0.19%

LANGLEY WEALTH MANAGEMENT, LLC

16.01K

Jun 30, 26

+16.01K

0.19%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.63K

Jun 30, 26

-2.93K

0.17%

Prospera Financial Services Inc

14.45K

Jun 30, 26

-500

0.17%

Ameritas Advisory Services, LLC

13.55K

Jun 30, 26

+13.55K

0.16%

Mutual Advisors, LLC

13.31K

Jun 30, 26

0.16%

Sanctuary Advisors, LLC

13.04K

Jun 30, 26

-1.03K

0.15%

IMG Wealth Management, Inc.

12.83K

Jun 30, 26

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

12.80K

Jun 30, 26

-924

0.15%

Integrity Financial Corp /WA

12.36K

Jun 30, 26

+672

0.14%

Cooper Financial Group

12.33K

Jun 30, 26

0.14%

StoneX Group Inc.

12.03K

Jun 30, 26

-652

0.14%

Stratos Wealth Advisors, LLC

11.73K

Jun 30, 26

-445

0.14%

Ifrah Financial Services, Inc.

10.50K

Jun 30, 26

-64

0.12%

Diversify Advisory Services, LLC

10.47K

Jun 30, 26

+10.47K

0.12%

DIVERSIFY WEALTH MANAGEMENT, LLC

10.47K

Jun 30, 26

0.12%

Evergreen Wealth Solutions, LLC

9.83K

Jun 30, 26

+9.83K

0.11%

PKS Advisory Services, LLC

9.75K

Jun 30, 26

-198

0.11%

CoreCap Advisors, LLC

9.07K

Jun 30, 26

+280

0.11%

Gallagher Fiduciary Advisors, LLC

9.03K

Jun 30, 26

0.11%

NorthCrest Asset Manangement, LLC

8.96K

Jun 30, 26

0.10%

Foundations Investment Advisors, LLC

8.96K

Jun 30, 26

+330

0.10%

AQR CAPITAL MANAGEMENT LLC

8.76K

Jun 30, 26

+568

0.10%

Summit Financial, LLC

8.42K

Jun 30, 26

+8.42K

0.10%

FSB PREMIER WEALTH MANAGEMENT, INC.

8.37K

Jun 30, 26

-1

0.10%

KINGSWOOD WEALTH ADVISORS, LLC

8.19K

Jun 30, 26

0.10%

Sequent Planning LLC

8.14K

Jun 30, 26

+379

0.10%

INSIGNEO ADVISORY SERVICES, LLC

7.95K

Jun 30, 26

0.09%

Resources Investment Advisors, LLC.

7.90K

Jun 30, 26

0.09%

Valtinson Bruner Financial Planning LLC

7.43K

Jun 30, 26

0.09%

ROYAL BANK OF CANADA

7.28K

Jun 30, 26

+1.78K

0.09%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

7.27K

Jun 30, 26

-94

0.08%

AE Wealth Management LLC

7.24K

Jun 30, 26

+709

0.08%

Financial Network Wealth Advisors LLC

7.18K

Jun 30, 26

0.08%

BFI Wealth Solutions, LLC

6.79K

Jun 30, 26

-2

0.08%

DHJJ Financial Advisors, Ltd.

6.79K

Jun 30, 26

0.08%

PRINCIPAL SECURITIES, INC.

6.77K

Jun 30, 26

-145

0.08%

Mayfair Advisory Group, LLC

6.76K

Jun 30, 26

0.08%

Main Street Financial Solutions, LLC

6.66K

Jun 30, 26

+460

0.08%

ADAMSBROWN WEALTH CONSULTANTS LLC

6.61K

Jun 30, 26

-66

0.08%

CENTAURUS FINANCIAL, INC.

6.54K

Jun 30, 26

0.08%

Compass Financial Services Inc

6.50K

Jun 30, 26

0.08%

Beacon Financial Advisory LLC

6.46K

Jun 30, 26

0.08%

Keating Financial Advisory Services, Inc.

6.17K

Jun 30, 26

+967

0.07%

HRT FINANCIAL LP

5.80K

Jun 30, 26

+5.80K

0.07%

Lifestyle Asset Management, Inc.

5.59K

Jun 30, 26

+5.59K

0.07%

SILVERLAKE WEALTH MANAGEMENT LLC

5.20K

Jun 30, 26

0.06%

Sovran Advisors, LLC

4.83K

Jun 30, 26

0.06%

Family Wealth Group, LLC

4.55K

Jun 30, 26

+4.55K

0.05%

BARCLAYS PLC

4.48K

Jun 30, 26

+1.52K

0.05%

Triumph Capital Management

3.87K

Jun 30, 26

0.05%

REICON WEALTH ADVISORS, LLC

3.30K

Jun 30, 26

-359

0.04%

EVOLUTION WEALTH MANAGEMENT INC.

2.25K

Jun 30, 26

0.03%

SRS Capital Advisors, Inc.

1.84K

Jun 30, 26

+1.84K

0.02%

Archer Investment Corp

1.50K

Jun 30, 26

+90

0.02%

MERCER GLOBAL ADVISORS INC /ADV

1.49K

Jun 30, 26

+1.49K

0.02%

Murphy & Mullick Capital Management Corp

1.45K

Jun 30, 26

-300

0.02%

REAP Financial Group, LLC

1.09K

Jun 30, 26

-1.87K

0.01%

Capital Analysts, LLC

1.05K

Jun 30, 26

0.01%

MORGAN STANLEY

848

Jun 30, 26

0.01%

Topsail Wealth Management, LLC

790

Jun 30, 26

0.01%

Signature Equity Partners, LLC

735

Jun 30, 26

0.01%

Benson Wealth Management INC

732

Jun 30, 26

-33

0.01%

Wilkerson Advisory Group LLC

712

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL ADVISORS

676

Jun 30, 26

+676

0.01%

Global Retirement Partners, LLC

600

Jun 30, 26

+600

0.01%

OGOREK ANTHONY JOSEPH /NY/ /ADV

273

Jun 30, 26

+273

0.00%

CX Institutional

264

Jun 30, 26

-1.33K

0.00%

UBS Group AG

Jun 30, 26

0.00%

Brinker Capital Investments, LLC

Jun 30, 26

-11.02K

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

-2.47K

Sunbelt Securities, Inc.

105.19K

Mar 31, 26

-1.10K

1.23%

CWM, LLC

6.71K

Mar 31, 26

+4.98K

0.08%

Jaffetilchin Investment Partners, LLC

6.34K

Mar 31, 26

+6.34K

0.07%

Anfield Capital Management, LLC

545

Mar 31, 26

0.01%

Schulz Wealth, LTD.

8.34K

Dec 31, 25

0.10%

ORG Partners LLC

1.00K

Dec 31, 25

0.01%

BRASS TAX WEALTH MANAGEMENT, INC

23.88K

Sep 30, 25

0.28%

SYNOVUS FINANCIAL CORP

19.61K

Sep 30, 25

0.23%

Bullseye Investment Management, LLC

15.42K

Sep 30, 25

0.18%

GRIES FINANCIAL LLC

Sep 30, 25

-78.82K

Atria Wealth Solutions, Inc.

14.40K

Jun 30, 25

-32.38K

0.17%

Orion Portfolio Solutions, LLC

15.88K

Mar 31, 25

+1.63K

0.19%

WR Wealth Planners, LLC

712

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

426.81K

Sep 30, 24

-1.23M

4.99%

RAYMOND JAMES & ASSOCIATES

121.22K

Sep 30, 24

-19.36K

1.42%

CEDRUS LLC

25.17K

Sep 30, 24

0.29%

RAYMOND JAMES TRUST N.A.

11.20K

Sep 30, 24

0.13%

Cetera Advisors LLC

281.11K

Mar 31, 24

-182.44K

3.29%

Cetera Advisor Networks LLC

49.92K

Mar 31, 24

+49.92K

0.58%

InterOcean Capital Group, LLC

11.91K

Mar 31, 24

+11.91K

0.14%

WEALTHSOURCE PARTNERS, LLC

24.10K

Dec 31, 23

-2.50K

0.28%