FT VEST S&P 500 DVD ARST TRG - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$4.16B	-	262	-
2024-09-30	$2.11B	-49.2%	279	+6.5%
2024-12-31	$3.04B	+43.8%	252	-9.7%

Institution	Value	Shares	% of Portfolio
ALPHA OMEGA GROUP, INC.	$8.7M	173K	10.2%
COMPASS FINANCIAL SERVICES INC	$15.7M	313K	8.9%
SOLITUDE FINANCIAL SERVICES	$17.8M	354K	7.8%
TANDEM FINANCIAL, LLC	$6.7M	133K	7.1%
WAGNER WEALTH MANAGEMENT, LLC	$25.6M	510K	6.6%
ERGAWEALTH ADVISORS, INC.	$10.6M	211K	5.3%
BULLSEYE INVESTMENT MANAGEMENT, LLC	$6.6M	131K	4.3%
COPPELL ADVISORY SOLUTIONS LLC	$23.0M	459K	3.2%
PFS PARTNERS, LLC	$4.8M	96K	2.6%
PRASAD WEALTH PARTNERS, LLC	$7.3M	145K	2.4%
HOLCOMBE FINANCIAL, INC.	$2.7M	54K	2.3%
FLAHARTY ASSET MANAGEMENT, LLC	$14.0M	278K	2.0%
ARGENT ADVISORS, INC.	$5.1M	102K	1.9%
TKG ADVISORS, LLC	$3.9M	76K	1.8%
CRUX WEALTH ADVISORS	$2.3M	45K	1.3%
G&S CAPITAL LLC	$3.1M	61K	1.3%
BLUECHIP WEALTH ADVISORS LLC	$2.3M	45K	1.3%
PUFF WEALTH MANAGEMENT, LLC	$0.7M	14K	1.3%
ECON FINANCIAL SERVICES CORP	$2.2M	42K	1.2%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	$1.1M	21K	1.2%
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC	$2.3M	45K	1.0%
SCHUBERT & CO	$1.5M	29K	1.0%
PROACTIVE WEALTH STRATEGIES LLC	$1.8M	36K	1.0%
SCHULZ WEALTH, LTD.	$1.2M	24K	0.9%
MACH-1 FINANCIAL GROUP, LLC	$0.5M	10K	0.9%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
SDVD	US	FT VEST SMID RISING DIVIDEND	0.071	4	56
FID	US	FIRST TRUST S&P INTERNATIONA	0.041	2	49
BUFZ	US	FT VEST LADDERED MODERATE BU	0.034	2	59
BUFQ	US	FT VST LAD NSDQ BUF ETF-USDI	0.029	3	102
FTXO	US	FIRST TRUST NASDAQ BANK ETF	0.028	2	72
UCON	US	FIRST TRUST TCW UNCONSTRAINE	0.023	5	213
RDVI	US	FT VEST RISING DIVIDEND ACHI	0.023	4	175
KJAN	US	INNOVATOR U.S. SMALL CAP POW	0.020	2	98
RSPN	US	INVESCO S&P 500 EQUAL WEIGHT	0.018	2	111
BUFR	US	FT VEST LAD BUFFERVETF-USD I	0.017	5	297
BUFD	US	FT VST LAD DEEP BUF ETF-USDI	0.017	2	121
FTSL	US	FIRST TRUST SENIOR LOAN ETF	0.016	4	257
FTGC	US	FIRST TRUST GLOBAL TACTICAL	0.015	3	196
EMLP	US	FIRST TRUST NORTH AMERICAN E	0.015	4	265
SDVY	US	FIRST TRUST SMID CAP RISING	0.014	5	361
FTCS	US	FIRST TRUST CAPITAL STRENGTH	0.013	5	400
FTSM	US	FIRST TRUST ENH SHORT MAT FD	0.012	4	326
TDIV	US	FT NASDAQ TECH DVD INDEX FD	0.012	3	253
FVD	US	FIRST TRUST VALUE LINE DVD	0.012	5	428
RDVY	US	FIRST TRUST RISING DIVIDEND	0.011	5	471
CGXU	US	CAP GROUP INTL FOCUS	0.010	2	192
JAAA	US	JANUS HENDERSON AAA CLO ETF	0.010	5	481
JPIE	US	JPMORGAN INCOME ETF	0.010	2	196
LMBS	US	FIRST TRUST LOW DURATION OPP	0.010	3	297
FPE	US	FT-PREFERRED SECUR & INC ETF	0.009	3	324