FDEC institutional holders

FT Vest U.S. Equity Buffer ETF - December · 155 reporting institutions · $306.7M reported value

Funds that can replace FDEC · FDEC return decomposition

Institutional holdings

Institutions reporting FDEC, largest first
InstitutionReported positionAdvisors at firmReport period
Griffith & Werner, Inc.$27.1M52026-06-30
Cwm, LLC$16.6M6672026-03-31
Assetmark, Inc$16.4M2202026-06-30
Commonwealth Equity Services, LLC$16.3M2,8632026-06-30
Envestnet Pmc$14.7M602026-06-30
Raymond James Financial Inc$14.1M02026-06-30
Lpl Financial LLC$12.7M23,4582026-06-30
Mgo One Seven LLC$11.8M1182026-06-30
Cetera Investment Advisers$10.9M10,3702026-06-30
Osaic Holdings, Inc.$9.3M02026-06-30
Schulz Wealth, Ltd.$8.1M32026-06-30
National Bank of Canada /fi$7.4M02026-06-30
Kestra Advisory Services, LLC$5.8M1,4792026-06-30
Truist Financial Corp$4.8M02026-06-30
Faithward Advisors, LLC$4.6M182026-06-30
Leigh Baldwin & Co., LLC$4.6M182026-06-30
Novem Group$4.5M322026-06-30
Reap Financial Group, LLC$4.4M72026-06-30
Harvest Investment Services, LLC$4.4M272026-06-30
MML Investors Services, LLC$4.2M5,1202026-06-30
Arkadios Wealth Advisors$4.1M2262026-06-30
Stephens Inc /ar$4.1M2432026-06-30
Crusonia Wealth Advisors LLC$4M172026-06-30
Rockefeller Capital Management LP$3.9M3462026-06-30
Novapoint Capital LLC$3.7M42026-06-30
Keystone Wealth Services, LLC$3.2M122026-06-30
PNC Financial Services Group, Inc.$2.5M02026-06-30
Ignite Planners LLC$2.4M242026-06-30
Harbour Investments, Inc.$2.3M2472026-06-30
Susquehanna International Group, LLP$2.1M02026-06-30
Hightower Advisors, LLC$2.1M1,0462026-06-30
Old Mission Capital LLC$2M02026-06-30
Integrity Financial Corp /wa$2M142026-06-30
Newedge Advisors$1.9M6012026-06-30
McKinley Carter Wealth Services, Inc.$1.9M252026-06-30
Fwg Investments, Llc.$1.9M92026-06-30
Steward Partners Investment Advisory, LLC$1.9M4812026-06-30
Ameritas Advisory Services, LLC$1.8M5502026-06-30
Founders Financial Securities LLC$1.8M1172026-06-30
1776 Wealth LLC$1.7M22026-06-30
Ae Wealth Management LLC$1.7M4712026-06-30
Rfg Advisory, LLC$1.6M1912026-06-30
Royal Bank of Canada$1.4M02026-06-30
Sanctuary Advisors, LLC$1.4M4012026-06-30
Tanglewood Legacy Advisors, LLC$1.4M52026-06-30
Compass Capital Corp /ma/ /adv$1.3M02026-06-30
Bison Wealth, LLC$1.3M612026-06-30
Foundations Investment Advisors, LLC$1.3M3022026-06-30
Mariner, LLC$1.2M02026-06-30
Kingswood Wealth Advisors, LLC$1.1M1232026-06-30
Bullseye Investment Management, LLC$1.1M42025-09-30
Grantvest Financial Group LLC$1.1M52026-06-30
Sacks & Associates, LLC$1M22026-06-30
Blue Bell Private Wealth Management, LLC$1M112026-06-30
Valtinson Bruner Financial Planning LLC$1M72026-06-30
Citadel Advisors LLC$993.5K02026-06-30
Oppenheimer & Co. Inc.$962.8K1,1662026-06-30
Catalina Capital Group, LLC$947.7K02026-03-31
Wealth Enhancement Advisory Services, LLC$936.7K1,0262026-06-30
Lbmc Investment Advisors, LLC$912.2K32026-06-30
Kestra Private Wealth Services, LLC$871.7K2062026-06-30
Dhjj Financial Advisors, Ltd.$871.5K72026-06-30
Aqr Capital Management LLC$857.1K12026-06-30
Fsb Premier Wealth Management, Inc.$840K102026-06-30
Corecap Advisors, LLC$794.8K1182026-06-30
Creativeone Wealth, LLC$786.5K2212026-06-30
Tfb Advisors LLC$686.8K182026-06-30
Prospera Financial Services, Inc.$661.4K2702026-06-30
Snowden Capital Advisors LLC$622K1222026-06-30
Captrust Financial Advisors$606.7K9622026-06-30
Clear Creek Financial Management, LLC$585K442026-06-30
Jpmorgan Chase & Co$582.1K02026-06-30
Nicholson Wealth Management Group, LLC$577.8K22026-06-30
Mutual Advisors, LLC$574.4K1532026-06-30
Keating Financial Advisory Services, Inc.$571K252026-06-30
Ifp Advisors, Inc$551.1K3182026-06-30
The Pitti Group Wealth Management, LLC$529.3K42026-06-30
Fiduciary Financial Advisors$511.8K512026-06-30
Apollon Wealth Management, LLC$497.3K1512026-06-30
Strategic Blueprint, LLC$488.6K552026-06-30
Beck Capital Management, LLC$484.8K102026-06-30
Colton Groome Financial Advisors, LLC$472.2K92026-06-30
Swmg, LLC$448.4K82026-06-30
Legacy Solutions, LLC$443.6K32026-06-30
Sunbelt Securities, Inc.$443.1K632026-03-31
Archer Investment Corp$440.1K782026-06-30
Seia$430.4K1412026-06-30
Share Andrew L.$416.7K02026-06-30
Chris Bulman Inc$409K72026-06-30
Savvy Advisors, Inc.$408.3K2142026-06-30
United Capital Financial Advisors, LLC$407.9K1662026-06-30
Kintra Wealth, LLC$406.9K472026-06-30
Sigma Planning Corp$389.6K4742026-06-30
Skyview Financial Group LLC$385.3K22025-12-31
Main Street Financial Solutions, LLC$384.9K412026-06-30
Soa Wealth Advisors, Llc.$382.2K102026-06-30
Silver Oak Securities, Incorporated$371.7K1172026-06-30
Sowell Financial Services LLC$358.9K1082026-06-30
Concurrent Investment Advisors, LLC$356.9K3492026-06-30
Financial Network Wealth Advisors LLC$321.4K72026-06-30
Integrated Wealth Concepts LLC$320K4802026-06-30
World Investment Advisors$306K3592026-06-30
Signal Advisors Wealth, LLC$305.2K452026-06-30
Brookstone Capital Management$301.2K3372026-06-30
Fragasso Financial Advisors Inc$294.5K252026-06-30
Buck Wealth Strategies, LLC$284.9K502026-06-30
Avidian Wealth Enterprises, LLC$282.6K432026-06-30
Gateway Wealth Partners, LLC$281.4K1012026-06-30
Vestgen Advisors, LLC$279K582026-06-30
Alpha Financial Partners LLC$268.3K62026-06-30
Gts Securities LLC$245.8K02026-06-30
Octavia Wealth Advisors LLC$241.7K332026-06-30
Capasso Planning Partners LLC$236.2K22026-06-30
Wealthplan Investment Management, LLC$236.2K292026-06-30
Arbor Capital Management Inc /adv$235.7K02026-06-30
Farther Finance Advisors, LLC$231.5K3342026-06-30
Kovack Advisors, Inc.$226.3K2582026-06-30
Cornerstone Wealth, Llc/tn$221.4K02026-06-30
Fortress Private Ledger, LLC$219.9K192026-06-30
Paragon Capital Management Ltd$214.7K02026-06-30
The Salvetti Group$213.6K62026-06-30
Iams Wealth Management, LLC$210.4K532026-06-30
Stratos Wealth Advisors, LLC$207.6K712026-06-30
Pfg Advisors$203.4K832026-06-30
Creative Financial Designs Inc /adv$191.3K02026-06-30
Lanark Financial, Inc.$178.8K692026-06-30
Cornerstone Planning Group LLC$166.2K232026-06-30
Wagner Wealth Management, LLC$163.4K52026-06-30
Ameritas Investment Partners, Inc.$154.1K72026-06-30
Barclays PLC$148.2K02026-06-30
Morgan Stanley$103.7K23,1852026-06-30
Aptus Capital Advisors, LLC$98.2K212026-06-30
Evolution Wealth Management Inc.$84K32026-06-30
Arax Advisory Partners$63.6K2322026-06-30
Mather Group, Llc.$62.3K1102026-06-30
Ifg Advisory, LLC$31.6K1102026-06-30
Murphy & Mullick Capital Management Corp$27.2K22026-06-30
Rialto Wealth Management, LLC$18K82026-06-30
Cape Investment Advisory, Inc.$15.1K352026-06-30
Signature Equity Partners, LLC$15K342026-06-30
Continuum Advisory, LLC$12.1K402026-06-30
Wolff Wiese Magana LLC$10.5K42026-06-30
Topsail Wealth Management, LLC$6.8K42026-06-30
Janney Montgomery Scott LLC$6.4K1,3422026-06-30
Cambridge Investment Research Advisors, Inc.$5.4K3,9402026-03-31
Hrt Financial LP$2K02026-06-30
Wells Fargo & Company/mn$1.5K02026-06-30
Capital Investment Advisory Services, LLC$1.1K1032026-06-30
Centaurus Financial, Inc.$6844312026-06-30
Park Avenue Securities LLC$5551,9082026-06-30
Smartleaf Asset Management LLC$54292026-06-30
Wedbush Securities Inc$4552202026-06-30
Capital A Wealth Management, LLC$312122025-06-30
Capital Analysts, LLC$1196082026-06-30
Cx Institutional$21802026-06-30

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: 2025-06-30 to 2026-06-30