FT VEST US EQUITY MODERATE B - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.05B	-	46	-
2024-09-30	$0.04B	-25.3%	47	+2.2%
2024-12-31	$0.11B	+162.6%	68	+44.7%

Institution	Value	Shares	% of Portfolio
SEQUENT PLANNING LLC	$9.3M	265K	3.4%
NOBLE WEALTH MANAGEMENT PBC	$1.0M	27K	0.7%
HOLISTIC PLANNING, LLC	$1.8M	51K	0.7%
SCHULZ WEALTH, LTD.	$0.8M	24K	0.7%
BLUECHIP WEALTH ADVISORS LLC	$0.7M	18K	0.4%
WOOD TARVER FINANCIAL GROUP, LLC	$1.0M	28K	0.3%
SUNBELT SECURITIES, INC.	$3.7M	106K	0.3%
FORTRESS PRIVATE LEDGER, LLC	$0.5M	14K	0.3%
FLAGSTAR ADVISORS INC	$1.1M	31K	0.3%
ALPHA FINANCIAL PARTNERS, LLC	$0.3M	9K	0.3%
AMERICANA PARTNERS, LLC	$6.7M	190K	0.3%
INTEGRITY FINANCIAL CORP /WA	$0.4M	10K	0.2%
BCGM WEALTH MANAGEMENT, LLC	$0.6M	17K	0.2%
EPG WEALTH MANAGEMENT LLC	$0.7M	20K	0.2%
BEACON FINANCIAL ADVISORY LLC	$0.5M	13K	0.2%
DILIGENT INVESTORS, LLC	$0.6M	15K	0.1%
KEYSTONE WEALTH SERVICES, LLC	$0.4M	11K	0.1%
IMG WEALTH MANAGEMENT, INC.	$0.1M	3K	0.1%
FSB PREMIER WEALTH MANAGEMENT, INC.	$0.3M	7K	0.1%
ANFIELD CAPITAL MANAGEMENT, LLC	$0.3M	7K	0.1%
ADVISORY SERVICES NETWORK, LLC	$4.5M	127K	0.1%
WEDBUSH SECURITIES INC	$2.2M	63K	0.1%
IFP ADVISORS, INC	$2.2M	64K	0.1%
FINANCIAL NETWORK WEALTH ADVISORS LLC	$0.0M	0K	0.1%
FOUNDERS FINANCIAL SECURITIES LLC	$0.5M	13K	0.0%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders