FT VEST US EQUITY MODERATE B - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.13B	-	53	-
2024-09-30	$0.12B	-9.4%	49	-7.5%
2024-12-31	$0.16B	+35.1%	79	+61.2%

Institution	Value	Shares	% of Portfolio
ARCHER INVESTMENT CORP	$11.2M	318K	3.0%
SCHULZ WEALTH, LTD.	$3.8M	108K	2.9%
LEGACY CG, LLC	$6.6M	189K	2.0%
NOBLE WEALTH MANAGEMENT PBC	$2.2M	63K	1.5%
FSB PREMIER WEALTH MANAGEMENT, INC.	$2.1M	60K	0.9%
HOLISTIC PLANNING, LLC	$1.8M	52K	0.7%
SECURED RETIREMENT ADVISORS, LLC	$1.1M	30K	0.6%
ANFIELD CAPITAL MANAGEMENT, LLC	$1.3M	37K	0.5%
PER STIRLING CAPITAL MANAGEMENT, LLC.	$3.2M	90K	0.5%
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	$1.9M	54K	0.4%
TANGLEWOOD LEGACY ADVISORS, LLC	$0.8M	23K	0.4%
AMERICANA PARTNERS, LLC	$8.4M	239K	0.3%
GRANTVEST FINANCIAL GROUP LLC	$0.3M	7K	0.3%
REAP FINANCIAL GROUP, LLC	$1.1M	30K	0.3%
BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	$1.1M	31K	0.2%
LION STREET ADVISORS, LLC	$0.5M	14K	0.2%
ARMIS ADVISERS, LLC	$1.1M	30K	0.1%
KESTRA ADVISORY SERVICES, LLC	$13.8M	395K	0.1%
SEQUENT PLANNING LLC	$0.2M	6K	0.1%
E&G ADVISORS, LP	$0.3M	7K	0.1%
WOOD TARVER FINANCIAL GROUP, LLC	$0.2M	6K	0.1%
DILIGENT INVESTORS, LLC	$0.3M	8K	0.1%
KEYSTONE WEALTH SERVICES, LLC	$0.2M	6K	0.1%
FOUNDERS FINANCIAL SECURITIES LLC	$0.7M	20K	0.1%
AUSDAL FINANCIAL PARTNERS, INC.	$0.7M	20K	0.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
GOCT	US	FT VEST US EQUITY MODERATE B	0.029	2	68
GJUN	US	FT VEST US EQUITY MODERATE B	0.023	2	87
GMAR	US	FT VEST US EQUITY MODERATE B	0.022	2	89
BUFR	US	FT VEST LAD BUFFERVETF-USD I	0.007	2	297
JEPI	US	JPMORGAN EQUITY PREMIUM INCO	0.002	2	870
RSP	US	INVESCO S&P 500 EQUAL WEIGHT	0.001	2	1336
AAPL	US	APPLE INC	0.001	4	3956
QQQ	US	INVESCO QQQ TRUST SERIES 1	0.001	2	2323
AMZN	US	AMAZON.COM INC	0.001	3	3975
WMT	US	WALMART INC	0.001	2	2762
MSFT	US	MICROSOFT CORP	0.001	3	4177
BRK/B	US	BERKSHIRE HATHAWAY INC-CL B	0.001	2	3146
JPM	US	JPMORGAN CHASE & CO	0.001	2	3229
GOOGL	US	ALPHABET INC-CL A	0.001	2	3527
NVDA	US	NVIDIA CORP	0.001	2	3653