FT VEST US EQUITY MODERATE B - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.28B	-	93	-
2024-09-30	$0.20B	-27.1%	87	-6.5%
2024-12-31	$0.13B	-37.6%	81	-6.9%

Institution	Value	Shares	% of Portfolio
AIFG CONSULTANTS LTD.	$2.1M	56K	3.4%
MACROVIEW INVESTMENT MANAGEMENT LLC	$1.2M	32K	1.2%
TANGLEWOOD LEGACY ADVISORS, LLC	$2.1M	57K	0.9%
AMERICANA PARTNERS, LLC	$16.7M	445K	0.7%
IMG WEALTH MANAGEMENT, INC.	$0.7M	19K	0.7%
REAP FINANCIAL GROUP, LLC	$2.4M	64K	0.6%
FINANCIAL NETWORK WEALTH ADVISORS LLC	$0.3M	7K	0.5%
BULLSEYE INVESTMENT MANAGEMENT, LLC	$0.6M	14K	0.4%
GRANTVEST FINANCIAL GROUP LLC	$0.3M	8K	0.3%
SUNBELT SECURITIES, INC.	$3.4M	90K	0.3%
ARMIS ADVISERS, LLC	$2.4M	63K	0.3%
KEYSTONE WEALTH SERVICES, LLC	$1.0M	25K	0.3%
BLUECHIP WEALTH ADVISORS LLC	$0.4M	10K	0.2%
TALON PRIVATE WEALTH, LLC	$0.5M	13K	0.2%
TRIUMPH CAPITAL MANAGEMENT	$0.5M	13K	0.2%
EPG WEALTH MANAGEMENT LLC	$0.6M	16K	0.2%
COMMONWEALTH FINANCIAL SERVICES, LLC	$0.6M	16K	0.1%
IFRAH FINANCIAL SERVICES, INC.	$0.4M	11K	0.1%
FOUNDERS FINANCIAL SECURITIES LLC	$1.2M	32K	0.1%
SEQUENT PLANNING LLC	$0.2M	6K	0.1%
TWO SIGMA SECURITIES, LLC	$0.7M	18K	0.1%
ARETE WEALTH ADVISORS, LLC	$1.2M	31K	0.1%
DHJJ FINANCIAL ADVISORS, LTD.	$0.2M	6K	0.1%
ATRIA INVESTMENTS, INC	$6.5M	172K	0.1%
BEACON FINANCIAL ADVISORY LLC	$0.2M	6K	0.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
JMBS	US	JANUS HENDERSON MORTG BACKED	0.012	2	162
GLD	US	SPDR GOLD SHARES	0.001	2	1670
IVV	US	ISHARES CORE S&P 500 ETF	0.001	2	2481
AAPL	US	APPLE INC	0.001	2	3956
MSFT	US	MICROSOFT CORP	0.000	2	4177