Sponsored
The Analysis of FSB PREMIER WEALTH MANAGEMENT, INC.'s Holdings & P&L
Currently, FSB PREMIER WEALTH MANAGEMENT, INC. holds 251 types of securities in its portfolio with a total value $319.2M. In the most recent quarter, they have increased their positions in AMZN (+5.0K shares, valued at $1.0M), N/A (+3.1K shares, valued at $720.1K), MSFT (+1.8K shares, valued at $666.3K); decreased their positions in EBAY (-8.3K shares, valued at $757.2K), WFC (-7.8K shares, valued at $624.3K), PM (-2.4K shares, valued at $389.7K); initiated new positions in N/A (+3.1K shares, valued at $720.1K), ET (+21.6K shares, valued at $417.1K), WAT (+1.3K shares, valued at $391.3K).
1M P&L
+4.3M+1.49%
3M P&L
+3.5M+1.22%
HY P&L
+22.3M+8.24%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A158.5M
58.1%
2Banks - Diversified13.6M
5.0%
3Software - Infrastructure9.2M
3.4%
Top Industries by Stock Count
1N/A127 stocks
57.7%
2Semiconductors6 stocks
2.7%
3Drug Manufacturers - General6 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF133.3K shares3.71%2026-03-312026-05-13
Sponsored
FIIG FIRST TRUST INTERMEDIATEDURATION INVESTMENT GRADE CORPORATE ETF111.2K shares-7.05%2026-03-312026-05-13
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS36.5K shares9.15%2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS3.8K shares-10.14%2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CERY STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY19.8K shares-1.06%2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN3.1K shares47.61%2026-03-312026-05-13
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF14.3K shares-4.58%2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XISE FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF SEPTEMBER10.7K shares-10.94%2026-03-312026-05-13
Sponsored
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF14.4K sharesnew addition2026-03-312026-05-13
Sponsored
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF5.9K shares-6.22%2026-03-312026-05-13
Sponsored
Sponsored
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS4.5K shares-7.41%2026-03-312026-05-13
Sponsored
Sponsored
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND7.1K sharesnew addition2026-03-312026-05-13
FIRST TRUST INDXX CRITICAL METALS ETF FIRST TRUST INDXX CRITICAL METALS ETF6.6K sharesnew addition2026-03-312026-05-13
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF1.1K sharesnew addition2026-03-312026-05-13
Sponsored
VANGUARD S&P 500 ETF
-1.08%VANGUARD S&P 500 ETF
Shares26.0K
Event2026-03-31
Filed2026-05-13
SPYM
-1.00%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares134.3K
Event2026-03-31
Filed2026-05-13
VEA
-3.80%VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
Shares132.9K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY CLASS B
7.42%BERKSHIRE HATHAWAY CLASS B
Shares15.4K
Event2026-03-31
Filed2026-05-13
ALPHABET INC CLASS CLASS C
3.00%ALPHABET INC CLASS CLASS C
Shares23.6K
Event2026-03-31
Filed2026-05-13
DE
0.07%DEERE & CO
Shares10.7K
Event2026-03-31
Filed2026-05-13
FTCB
3.74%FIRST TRUST CORE INVESTMENT GRADE ETF
Shares279.6K
Event2026-03-31
Filed2026-05-13
SPAB
6.27%STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF
Shares226.7K
Event2026-03-31
Filed2026-05-13
JPM
7.37%JPMORGAN CHASE & CO
Shares19.2K
Event2026-03-31
Filed2026-05-13
SPDW
-4.96%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares118.0K
Event2026-03-31
Filed2026-05-13
MSFT
14.44%MICROSOFT CORP
Shares14.3K
Event2026-03-31
Filed2026-05-13
XOM
-3.97%EXXON MOBIL CORP
Shares30.0K
Event2026-03-31
Filed2026-05-13
FVD
2.48%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares102.6K
Event2026-03-31
Filed2026-05-13
PM
-7.69%PHILIP MORRIS INTL INC
Shares28.3K
Event2026-03-31
Filed2026-05-13
FMB
3.70%FIRST TRUST MANAGED MUNICIPAL ETF
Shares87.2K
Event2026-03-31
Filed2026-05-13
SDVY
2.00%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares109.7K
Event2026-03-31
Filed2026-05-13
META
0.04%META PLATFORMS INC CLASS CLASS A
Shares7.3K
Event2026-03-31
Filed2026-05-13
FTCS
-0.05%FIRST TRUST CAPITAL STRENGTH ETF
Shares43.5K
Event2026-03-31
Filed2026-05-13
FIXD
-3.82%FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
Shares91.9K
Event2026-03-31
Filed2026-05-13
AAPL
0.26%APPLE INC
Shares15.1K
Event2026-03-31
Filed2026-05-13
SCHW
1.10%CHARLES SCHWAB CORP
Shares40.8K
Event2026-03-31
Filed2026-05-13
FMAY
-0.55%FT VEST U.S. EQUITY BUFFER ETF - MAY
Shares71.3K
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
4.49%GENERAL DYNAMICS CORP
Shares10.4K
Event2026-03-31
Filed2026-05-13
AMZN
41.07%AMAZON.COM INC
Shares17.1K
Event2026-03-31
Filed2026-05-13
AMAT
-4.47%APPLIED MATLS INC
Shares10.3K
Event2026-03-31
Filed2026-05-13
LMBS
1.04%FIRST TRUST LOW DURATIONOPPORTUNITIES ETF
Shares68.0K
Event2026-03-31
Filed2026-05-13
BKNG
14.12%BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES
Shares768
Event2026-03-31
Filed2026-05-13
LGOV
3.22%FIRST TRUST LONG DURATION OPPORTUNITIES ETF
Shares138.7K
Event2026-03-31
Filed2026-05-13
VWO
-2.13%VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
Shares53.5K
Event2026-03-31
Filed2026-05-13
COP
-1.86%CONOCOPHILLIPS
Shares21.3K
Event2026-03-31
Filed2026-05-13
WFC
-18.26%WELLS FARGO & CO
Shares35.1K
Event2026-03-31
Filed2026-05-13
SPEM
-2.78%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares55.8K
Event2026-03-31
Filed2026-05-13
NVS
-1.45%NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares17.0K
Event2026-03-31
Filed2026-05-13
V
5.08%VISA INC CLASS CLASS A
Shares8.5K
Event2026-03-31
Filed2026-05-13
BNDX
3.96%VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES
Shares52.7K
Event2026-03-31
Filed2026-05-13
FSIG
3.71%FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
Shares133.3K
Event2026-03-31
Filed2026-05-13
ADI
-12.33%ANALOG DEVICES INC
Shares7.9K
Event2026-03-31
Filed2026-05-13
BK
2.72%BANK NEW YORK MELLON COR
Shares20.2K
Event2026-03-31
Filed2026-05-13
FTC
-0.63%FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
Shares15.3K
Event2026-03-31
Filed2026-05-13
BSV
2.67%VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES
Shares29.8K
Event2026-03-31
Filed2026-05-13
ORCL
18.94%ORACLE CORP
Shares15.7K
Event2026-03-31
Filed2026-05-13
FIIG
-7.05%FIRST TRUST INTERMEDIATEDURATION INVESTMENT GRADE CORPORATE ETF
Shares111.2K
Event2026-03-31
Filed2026-05-13
GNOV
-0.03%FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER
Shares55.8K
Event2026-03-31
Filed2026-05-13
MCK
0.85%MCKESSON CORP
Shares2.5K
Event2026-03-31
Filed2026-05-13
CMCSA
14.54%COMCAST CORP NEW CLASS A
Shares74.9K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC F
2.88%MEDTRONIC PLC F
Shares24.8K
Event2026-03-31
Filed2026-05-13
TDIV
-4.43%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares22.4K
Event2026-03-31
Filed2026-05-13
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
9.15%UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares36.5K
Event2026-03-31
Filed2026-05-13
VXF
-0.84%VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES
Shares9.9K
Event2026-03-31
Filed2026-05-13
FTA
-2.92%FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
Shares21.4K
Event2026-03-31
Filed2026-05-13
BDX
9.13%BECTON DICKINSON & CO
Shares12.3K
Event2026-03-31
Filed2026-05-13
OMC
7.08%OMNICOM GROUP INC
Shares25.3K
Event2026-03-31
Filed2026-05-13
FDL
7.40%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares36.3K
Event2026-03-31
Filed2026-05-13
FDT
-10.18%FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
Shares20.7K
Event2026-03-31
Filed2026-05-13
CASY
0.04%CASEYS GEN STORES INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
FNOV
-1.56%FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
Shares31.2K
Event2026-03-31
Filed2026-05-13
HYLS
-11.99%FIRST TRUST TACTICAL HIGH YIELD ETF
Shares39.8K
Event2026-03-31
Filed2026-05-13
NVDA
14.89%NVIDIA CORP
Shares8.3K
Event2026-03-31
Filed2026-05-13
BUFG
-1.02%FT VEST BUFFERED ALLOCATION GROWTH ETF
Shares52.9K
Event2026-03-31
Filed2026-05-13
SNY
5.58%SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
Shares28.8K
Event2026-03-31
Filed2026-05-13
BAC
-1.03%BANK OF AMERICA CORP
Shares27.9K
Event2026-03-31
Filed2026-05-13
ELV
3.25%ELEVANCE HEALTH INC
Shares4.6K
Event2026-03-31
Filed2026-05-13
AFLG
-2.30%FIRST TRUST ACTIVE FACTOR LARGE CAP ETF
Shares34.2K
Event2026-03-31
Filed2026-05-13
VMBS
1.03%VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES
Shares27.7K
Event2026-03-31
Filed2026-05-13
TSM
-10.14%TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
Shares3.8K
Event2026-03-31
Filed2026-05-13
FTGS
1.22%FIRST TRUST GROWTH STRENGTH ETF
Shares37.7K
Event2026-03-31
Filed2026-05-13
RTX
6.80%RTX CORP
Shares6.4K
Event2026-03-31
Filed2026-05-13
JEPI
-5.28%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares21.1K
Event2026-03-31
Filed2026-05-13
SPTL
6.02%STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
Shares45.2K
Event2026-03-31
Filed2026-05-13
FFEB
3.33%FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY
Shares21.1K
Event2026-03-31
Filed2026-05-13
AFL
0.00%AFLAC INC
Shares10.5K
Event2026-03-31
Filed2026-05-13
SPSM
-2.83%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares22.9K
Event2026-03-31
Filed2026-05-13
BIV
2.56%VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
Shares14.3K
Event2026-03-31
Filed2026-05-13
RDVY
-7.50%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares16.1K
Event2026-03-31
Filed2026-05-13
PEP
1.77%PEPSICO INC
Shares7.1K
Event2026-03-31
Filed2026-05-13
SPMD
-2.52%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares18.5K
Event2026-03-31
Filed2026-05-13
FSEP
-0.00%FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
Shares21.7K
Event2026-03-31
Filed2026-05-13
BLV
3.90%VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES
Shares14.9K
Event2026-03-31
Filed2026-05-13
WMT
4.08%WALMART INC
Shares8.2K
Event2026-03-31
Filed2026-05-13
FSMB
2.32%FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF
Shares50.0K
Event2026-03-31
Filed2026-05-13
IVV
-13.12%ISHARES CORE S&P 500 ETF
Shares1.5K
Event2026-03-31
Filed2026-05-13
FJAN
10.30%FT VEST U.S. EQUITY BUFFER ETF - JANUARY
Shares19.6K
Event2026-03-31
Filed2026-05-13
XLK
11.88%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares7.4K
Event2026-03-31
Filed2026-05-13
SPY
-0.86%STATE STREET SPDR S&P 500 ETF TRUST
Shares1.5K
Event2026-03-31
Filed2026-05-13
FMAR
-7.23%FT VEST U.S. EQUITY BUFFER ETF - MARCH
Shares19.3K
Event2026-03-31
Filed2026-05-13
SHRY
-0.51%FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF
Shares21.5K
Event2026-03-31
Filed2026-05-13
JNJ
3.37%JOHNSON & JOHNSON
Shares3.8K
Event2026-03-31
Filed2026-05-13
CAT
7.28%CATERPILLAR INC
Shares1.3K
Event2026-03-31
Filed2026-05-13
BUFZ
0.43%FT VEST LADDERED MODERATE BUFFER ETF
Shares34.9K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
0.45%INVESCO QQQ TR
Shares1.6K
Event2026-03-31
Filed2026-05-13
BUFR
20.29%FT VEST LADDERED BUFFER ETF
Shares25.4K
Event2026-03-31
Filed2026-05-13
KO
-1.38%THE COCA-COLA CO
Shares11.3K
Event2026-03-31
Filed2026-05-13
FAUG
0.00%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares16.5K
Event2026-03-31
Filed2026-05-13
GWX
-6.42%STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF
Shares20.2K
Event2026-03-31
Filed2026-05-13
HD
-2.02%HOME DEPOT INC
Shares2.6K
Event2026-03-31
Filed2026-05-13
KMX
-8.15%CARMAX INC
Shares20.2K
Event2026-03-31
Filed2026-05-13
AIRR
82.67%FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF
Shares7.4K
Event2026-03-31
Filed2026-05-13
TLT
6.47%ISHARES 20 YEAR TREASURY BOND ETF
Shares9.4K
Event2026-03-31
Filed2026-05-13
AMGN
-9.63%AMGEN INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
FDEC
-2.37%FT VEST U.S. EQUITY BUFFER ETF - DECEMBER
Shares15.5K
Event2026-03-31
Filed2026-05-13
DMAR
-0.02%FT VEST U.S. EQUITY DEEPBUFFER ETF - MARCH
Shares18.2K
Event2026-03-31
Filed2026-05-13
JEPQ
44.78%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares13.6K
Event2026-03-31
Filed2026-05-13
DIS
7.70%DISNEY WALT CO
Shares7.8K
Event2026-03-31
Filed2026-05-13
IQV
13.39%IQVIA HLDGS INC
Shares4.4K
Event2026-03-31
Filed2026-05-13
MCD
-0.99%MCDONALDS CORP
Shares2.4K
Event2026-03-31
Filed2026-05-13
VZ
21.14%VERIZON COMMUNICATIONS I
Shares14.6K
Event2026-03-31
Filed2026-05-13
SCHD
-2.07%SCHWAB U.S. DIVIDEND EQUITY ETF
Shares23.8K
Event2026-03-31
Filed2026-05-13
VYM
14.64%VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares4.9K
Event2026-03-31
Filed2026-05-13
SPYG
16.26%STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF
Shares7.4K
Event2026-03-31
Filed2026-05-13
AFMC
2.32%FIRST TRUST ACTIVE FACTOR MID CAP ETF
Shares20.3K
Event2026-03-31
Filed2026-05-13
FERGUSON ENTERPRISES INC
NewFERGUSON ENTERPRISES INC
Shares3.1K
Event2026-03-31
Filed2026-05-13
CERY
-1.06%STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY
Shares19.8K
Event2026-03-31
Filed2026-05-13
IJH
-8.10%ISHARES CORE S&P MID-CAPETF
Shares10.3K
Event2026-03-31
Filed2026-05-13
GAUG
0.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
Shares17.5K
Event2026-03-31
Filed2026-05-13
SBUX
-6.50%STARBUCKS CORP
Shares7.5K
Event2026-03-31
Filed2026-05-13
GDEC
-0.52%FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER
Shares18.2K
Event2026-03-31
Filed2026-05-13
RWO
-0.52%STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF
Shares14.5K
Event2026-03-31
Filed2026-05-13
EMHC
0.66%STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF
Shares26.4K
Event2026-03-31
Filed2026-05-13
EUSB
18.88%ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF
Shares14.9K
Event2026-03-31
Filed2026-05-13
FPE
-8.73%FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
Shares36.3K
Event2026-03-31
Filed2026-05-13
FMF
4.38%FIRST TRUST MANAGED FUTURES STRATEGY FUND
Shares12.4K
Event2026-03-31
Filed2026-05-13
FSCS
-2.45%FIRST TRUST SMID CAPITALSTRENGTH ETF
Shares17.9K
Event2026-03-31
Filed2026-05-13
TXN
-3.16%TEXAS INSTRS INC
Shares3.2K
Event2026-03-31
Filed2026-05-13
SRLN
4.34%STATE STREET BLACKSTONE SENIOR LOAN ETF
Shares14.7K
Event2026-03-31
Filed2026-05-13
FOCT
-0.04%FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
Shares12.2K
Event2026-03-31
Filed2026-05-13
CENCORA INC CLASS SERIES A
-2.95%CENCORA INC CLASS SERIES A
Shares1.8K
Event2026-03-31
Filed2026-05-13
TTC
0.00%TORO CO
Shares6.0K
Event2026-03-31
Filed2026-05-13
COST
-17.42%COSTCO WHSL CORP NEW
Shares545
Event2026-03-31
Filed2026-05-13
MA
-5.75%MASTERCARD INC CLASS CLASS A
Shares1.1K
Event2026-03-31
Filed2026-05-13
LAM RESH CORP
17.33%LAM RESH CORP
Shares2.5K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
163.46%BROADCOM INC
Shares1.7K
Event2026-03-31
Filed2026-05-13
FJUL
-1.19%FT VEST U.S. EQUITY BUFFER ETF - JULY
Shares9.7K
Event2026-03-31
Filed2026-05-13
IWY
0.56%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares2.1K
Event2026-03-31
Filed2026-05-13
FJUN
0.00%FT VEST U.S. EQUITY BUFFER ETF - JUNE
Shares9.3K
Event2026-03-31
Filed2026-05-13
GJAN
40.52%FT VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY
Shares12.4K
Event2026-03-31
Filed2026-05-13
FTHI
1.72%FIRST TRUST BUYWRITE INCOME ETF
Shares22.3K
Event2026-03-31
Filed2026-05-13
GAPR
-18.02%FT VEST U.S. EQUITY MODERATE BUFFER ETF - APRIL
Shares12.6K
Event2026-03-31
Filed2026-05-13
GRID
47.61%FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN
Shares3.1K
Event2026-03-31
Filed2026-05-13
T
-4.28%AT&T INC
Shares17.0K
Event2026-03-31
Filed2026-05-13
O
-13.82%REALTY INCOME CORP REIT
Shares7.9K
Event2026-03-31
Filed2026-05-13
TSLA
18.51%TESLA INC
Shares1.3K
Event2026-03-31
Filed2026-05-13
FAPR
-1.84%FT VEST U.S. EQUITY BUFFER ETF - APRIL
Shares10.7K
Event2026-03-31
Filed2026-05-13
SPIB
-4.58%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares14.3K
Event2026-03-31
Filed2026-05-13
GJUL
0.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
Shares11.5K
Event2026-03-31
Filed2026-05-13
IBM
-22.78%IBM CORP
Shares1.9K
Event2026-03-31
Filed2026-05-13
L
6.81%LOEWS CORP
Shares4.2K
Event2026-03-31
Filed2026-05-13
KLAC
3.37%KLA CORP
Shares307
Event2026-03-31
Filed2026-05-13
QCOM
-11.36%QUALCOMM INC
Shares3.5K
Event2026-03-31
Filed2026-05-13
ENB
0.62%ENBRIDGE INC F
Shares8.1K
Event2026-03-31
Filed2026-05-13
SMAY
-0.78%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY
Shares16.5K
Event2026-03-31
Filed2026-05-13
ABBV
-1.39%ABBVIE INC
Shares1.9K
Event2026-03-31
Filed2026-05-13
ET
NewENERGY TRANSFER L P LP
Shares21.6K
Event2026-03-31
Filed2026-05-13
DGRO
-0.71%ISHARES CORE DIVIDEND GROWTH ETF
Shares5.9K
Event2026-03-31
Filed2026-05-13
AMD
-7.86%ADVANCED MICRO DEVIC
Shares2.0K
Event2026-03-31
Filed2026-05-13
CVX
20.89%CHEVRON CORP NEW
Shares1.9K
Event2026-03-31
Filed2026-05-13
SUSC
19.64%ISHARES ESG USD CORPORATE BOND ETF
Shares17.2K
Event2026-03-31
Filed2026-05-13
UNH
5.10%UNITEDHEALTH GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-13
EAGG
19.28%ISHARES ESG U.S. AGGREGATE BOND ETF
Shares8.3K
Event2026-03-31
Filed2026-05-13
WAT
NewWATERS CORP
Shares1.3K
Event2026-03-31
Filed2026-05-13
BMY
NewBRISTOL MYERS SQUIBB CO
Shares6.4K
Event2026-03-31
Filed2026-05-13
APD
-23.09%AIR PRODS & CHEMS INC
Shares1.3K
Event2026-03-31
Filed2026-05-13
NFLX
42.49%NETFLIX INC
Shares3.8K
Event2026-03-31
Filed2026-05-13
USB
1.18%US BANCORP DEL
Shares7.0K
Event2026-03-31
Filed2026-05-13
TFC
0.93%TRUIST FINL CORP
Shares7.9K
Event2026-03-31
Filed2026-05-13
CRM
2.96%SALESFORCE INC
Shares1.9K
Event2026-03-31
Filed2026-05-13
MET
-1.06%METLIFE INC
Shares5.0K
Event2026-03-31
Filed2026-05-13
AFSM
13.72%FIRST TRUST ACTIVE FACTOR SMALL CAP ETF
Shares10.7K
Event2026-03-31
Filed2026-05-13
EBND
-0.13%SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
Shares16.8K
Event2026-03-31
Filed2026-05-13
APH
10.91%AMPHENOL CORP NEW CLASS CLASS A
Shares2.7K
Event2026-03-31
Filed2026-05-13
FAAR
-1.38%FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGYETF
Shares10.2K
Event2026-03-31
Filed2026-05-13
TIPX
5.72%STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPSETF
Shares18.0K
Event2026-03-31
Filed2026-05-13
GFEB
NewFT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY
Shares8.4K
Event2026-03-31
Filed2026-05-13
EPD
NewENTERPRISE PRODS PART LP
Shares8.9K
Event2026-03-31
Filed2026-05-13
NEE
-1.15%NEXTERA ENERGY INC
Shares3.6K
Event2026-03-31
Filed2026-05-13
UPS
34.06%UNITED PARCEL SVC INC CLASS CLASS B
Shares3.4K
Event2026-03-31
Filed2026-05-13
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares3.7K
Event2026-03-31
Filed2026-05-13
VTV
NewVANGUARD VALUE INDEX FUND ETF SHARES
Shares1.7K
Event2026-03-31
Filed2026-05-13
GSEP
-2.12%FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER
Shares8.7K
Event2026-03-31
Filed2026-05-13
VTI
0.00%VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Shares1.0K
Event2026-03-31
Filed2026-05-13
LNT
0.00%ALLIANT ENERGY CORP
Shares4.6K
Event2026-03-31
Filed2026-05-13
ABNB
-3.53%AIRBNB INC CLASS A
Shares2.6K
Event2026-03-31
Filed2026-05-13
CHKP
-32.66%CHECK POINT SOFTWARE T F
Shares2.3K
Event2026-03-31
Filed2026-05-13
SKYY
6.23%FIRST TRUST CLOUD COMPUTING ETF
Shares3.0K
Event2026-03-31
Filed2026-05-13
FEP
-6.46%FIRST TRUST EUROPE ALPHADEX FUND
Shares6.0K
Event2026-03-31
Filed2026-05-13
GOCT
3.06%FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
Shares8.4K
Event2026-03-31
Filed2026-05-13
XIJN
-35.91%FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - JUNE
Shares10.6K
Event2026-03-31
Filed2026-05-13
BLACKROCK INC NEW
-0.59%BLACKROCK INC NEW
Shares335
Event2026-03-31
Filed2026-05-13
FDN
1.26%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares1.4K
Event2026-03-31
Filed2026-05-13
XISE
-10.94%FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF SEPTEMBER
Shares10.7K
Event2026-03-31
Filed2026-05-13
ADSK
0.99%AUTODESK INC
Shares1.3K
Event2026-03-31
Filed2026-05-13
GMAR
NewFT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH
Shares7.5K
Event2026-03-31
Filed2026-05-13
FTLS
-16.56%FIRST TRUST LONG/SHORT EQUITY ETF
Shares4.3K
Event2026-03-31
Filed2026-05-13
PFE
-4.60%PFIZER INC
Shares10.8K
Event2026-03-31
Filed2026-05-13
LLY
NewELI LILLY AND CO
Shares326
Event2026-03-31
Filed2026-05-13
VCIT
-4.28%VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN
Shares3.6K
Event2026-03-31
Filed2026-05-13
LMT
4.26%LOCKHEED MARTIN CORP
Shares489
Event2026-03-31
Filed2026-05-13
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF
NewFT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF
Shares14.4K
Event2026-03-31
Filed2026-05-13
LAMR
0.00%LAMAR ADVERTISING CO NEWREIT
Shares2.3K
Event2026-03-31
Filed2026-05-13
GMAY
-0.01%FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY
Shares7.1K
Event2026-03-31
Filed2026-05-13
ED
0.00%CONSOLIDATED EDISON INC
Shares2.6K
Event2026-03-31
Filed2026-05-13
SPHY
0.14%STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
Shares12.4K
Event2026-03-31
Filed2026-05-13
KNG
-6.22%FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares5.9K
Event2026-03-31
Filed2026-05-13
FID
-15.27%FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF
Shares13.7K
Event2026-03-31
Filed2026-05-13
ETR
-26.52%ENTERGY CORP NEW
Shares2.5K
Event2026-03-31
Filed2026-05-13
EBAY
-72.79%EBAY INC
Shares3.1K
Event2026-03-31
Filed2026-05-13
FEM
-8.49%FIRST TRUST EMERGING MARKETS ALPHADEX FUND
Shares9.3K
Event2026-03-31
Filed2026-05-13
XIDE
0.87%FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER
Shares9.4K
Event2026-03-31
Filed2026-05-13
XYL
49.84%XYLEM INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
PAGP
NewPLAINS GP HLDGS L P CLASS A
Shares11.4K
Event2026-03-31
Filed2026-05-13
IBIT
-0.14%ISHARES BITCOIN TRUST ETF
Shares7.2K
Event2026-03-31
Filed2026-05-13
VGT
0.76%VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
Shares397
Event2026-03-31
Filed2026-05-13
UNP
2.06%UNION PAC CORP
Shares1.1K
Event2026-03-31
Filed2026-05-13
CRWD
NewCROWDSTRIKE HLDGS INC CLASS A
Shares705
Event2026-03-31
Filed2026-05-13
MERCK & CO. INC.
20.04%MERCK & CO. INC.
Shares2.3K
Event2026-03-31
Filed2026-05-13
IJR
3.80%ISHARES CORE S&P SMALL-CAP ETF
Shares2.2K
Event2026-03-31
Filed2026-05-13
PG
-13.64%PROCTER & GAMBLE CO
Shares1.9K
Event2026-03-31
Filed2026-05-13
MO
NewALTRIA GROUP INC
Shares4.1K
Event2026-03-31
Filed2026-05-13
ALPHABET INC CLASS CLASS A
-2.79%ALPHABET INC CLASS CLASS A
Shares942
Event2026-03-31
Filed2026-05-13
XEL
-1.56%XCEL ENERGY INC
Shares3.4K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
-3.29%DUKE ENERGY CORP NEW
Shares2.0K
Event2026-03-31
Filed2026-05-13
FJP
-10.72%FIRST TRUST JAPAN ALPHADEX FUND
Shares3.4K
Event2026-03-31
Filed2026-05-13
ADBE
0.49%ADOBE INC
Shares1.0K
Event2026-03-31
Filed2026-05-13
DEO
-2.23%DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
Shares3.3K
Event2026-03-31
Filed2026-05-13
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-7.41%GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS
Shares4.5K
Event2026-03-31
Filed2026-05-13
MMM
-2.38%3M CO
Shares1.7K
Event2026-03-31
Filed2026-05-13
MAR
0.13%MARRIOTT INTL INC NEW CLASS CLASS A
Shares743
Event2026-03-31
Filed2026-05-13
FEBM
NewFT VEST U.S. EQUITY MAX BUFFER ETF - FEBRUARY
Shares8.0K
Event2026-03-31
Filed2026-05-13
CIBR
-1.09%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares3.8K
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC F
NewASTRAZENECA PLC F
Shares1.2K
Event2026-03-31
Filed2026-05-13
DSEP
0.00%FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER
Shares5.3K
Event2026-03-31
Filed2026-05-13
MAS
-6.22%MASCO CORP
Shares3.9K
Event2026-03-31
Filed2026-05-13
XJUL
0.00%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY
Shares5.9K
Event2026-03-31
Filed2026-05-13
EMLP
-9.84%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares5.2K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
0.30%CITIGROUP INC
Shares2.0K
Event2026-03-31
Filed2026-05-13
DJAN
0.00%FT VEST U.S. EQUITY DEEPBUFFER ETF - JANUARY
Shares5.3K
Event2026-03-31
Filed2026-05-13
FGD
NewFIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND
Shares7.1K
Event2026-03-31
Filed2026-05-13
FIRST TRUST INDXX CRITICAL METALS ETF
NewFIRST TRUST INDXX CRITICAL METALS ETF
Shares6.6K
Event2026-03-31
Filed2026-05-13
WMB
-34.43%WILLIAMS COS INC
Shares3.0K
Event2026-03-31
Filed2026-05-13
XMAR
-0.07%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH
Shares5.4K
Event2026-03-31
Filed2026-05-13
FBT
-1.03%FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
Shares1.1K
Event2026-03-31
Filed2026-05-13
FTRI
0.09%FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF
Shares11.8K
Event2026-03-31
Filed2026-05-13
FTXO
-0.85%FIRST TRUST NASDAQ BANK ETF
Shares5.8K
Event2026-03-31
Filed2026-05-13
DAL
0.03%DELTA AIR LINES INC DEL
Shares3.1K
Event2026-03-31
Filed2026-05-13
FMHI
-11.17%FIRST TRUST MUNICIPAL HIGH INCOME ETF
Shares4.3K
Event2026-03-31
Filed2026-05-13
GJUN
-0.04%FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
Shares5.2K
Event2026-03-31
Filed2026-05-13
SCHR
-0.72%SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF
Shares8.2K
Event2026-03-31
Filed2026-05-13
ABT
-0.30%ABBOTT LABS
Shares2.0K
Event2026-03-31
Filed2026-05-13
INVESCO S&P 500 EQUAL WEIGHT ETF
NewINVESCO S&P 500 EQUAL WEIGHT ETF
Shares1.1K
Event2026-03-31
Filed2026-05-13
FDD
-12.71%FIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUND
Shares10.6K
Event2026-03-31
Filed2026-05-13
WU
NewWESTERN UN CO
Shares17.9K
Event2026-03-31
Filed2026-05-13
SOUTHERN ITS INTL INC
0.00%SOUTHERN ITS INTL INC
Shares936.9K
Event2026-03-31
Filed2026-05-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available