DECM institutional holders

FT Vest U.S. Equity Max Buffer ETF - December · 41 reporting institutions · $34M reported value

Funds that can replace DECM · DECM return decomposition

Institutional holdings

Institutions reporting DECM, largest first
InstitutionReported positionAdvisors at firmReport period
Precedent Wealth Partners, LLC$13.6M182026-06-30
Capasso Planning Partners LLC$2.4M22026-06-30
Kestra Advisory Services, LLC$2M1,4792026-06-30
Commonwealth Equity Services, LLC$1.8M2,8632026-06-30
Mariner, LLC$1.1M02026-06-30
Atria Investments, Inc$967.8K62026-06-30
Defined Financial Planning LLC$956.7K02025-09-30
Old Mission Capital LLC$888.1K02026-06-30
Madrona Financial Services, LLC$881.9K102026-06-30
Envestnet Pmc$819K602026-06-30
Clear Creek Financial Management, LLC$805.8K442026-06-30
Harbour Investments, Inc.$767.7K2472026-06-30
Hbw Advisory Services LLC$572.8K682026-06-30
Susquehanna International Group, LLP$546.9K02026-06-30
Pinnacle Financial Partners, Inc.$506.8K02026-06-30
Cetera Investment Advisers$470.1K10,3702026-06-30
Legacy Capital Wealth Partners, LLC$445.4K172026-06-30
Lpl Financial LLC$422.4K23,4582026-06-30
Americana Partners, LLC$380.9K532026-06-30
Buck Wealth Strategies, LLC$350.6K502026-06-30
Jane Street Group, LLC$341.1K02026-06-30
Milestone Asset Management, LLC$309K112026-06-30
Ae Wealth Management LLC$306.5K4712026-06-30
Commonwealth Financial Services, LLC$303.1K152026-06-30
Truist Financial Corp$298.4K02026-06-30
Lvz, Inc.$289K162026-06-30
Cwm, LLC$235.5K6672026-03-31
Newedge Advisors$229.3K6012026-06-30
Security Financial Services, Inc.$218.8K102026-06-30
Gallagher Fiduciary Advisors, LLC$210.2K1262026-06-30
Grantvest Financial Group LLC$201.1K52026-06-30
Steward Partners Investment Advisory, LLC$102.8K4812026-06-30
Evolution Wealth Management Inc.$90.2K32026-06-30
Capital Investment Advisory Services, LLC$67.3K1032026-06-30
Fiduciary Financial Advisors$55.8K512026-06-30
Osaic Holdings, Inc.$53.4K02026-06-30
Noble Wealth Management Pbc.$16.9K42026-06-30
Jpmorgan Chase & Co$16.1K02026-06-30
Integrity Financial Corp /wa$7.1K142026-06-30
Capital Analysts, LLC$3916082026-06-30
Cambridge Investment Research Advisors, Inc.$2803,9402026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30