Allocation by class
Portfolio Concentration
Top 3 weight
25.6%
Top 10 weight
52.9%
Voting Authority Distribution
Total shares with voting rights: 8.49M
Full voting authority
8.21M
shares
Joint voting authority
0.00
shares
No voting authority
280.47K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST US EQT | 1.03M | SH | $38.20M 11.23% | 1.03M | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST US | 680K | SH | $28.92M 8.50% | 680K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST U.S EQT | 480K | SH | $20.01M 5.88% | 480K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST NASD 100 | 900K | SH | $19.39M 5.70% | 900K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | VEST US EQTY DUA | 651K | SH | $19.16M 5.63% | 651K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST U.S. | 275K | SH | $12.18M 3.58% | 275K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 17.88K | SH | $11.63M 3.42% | 0.00 | 0.00 | 17.88K |
ISHARES TRDFND | IBDS DEC28 ETF | 402K | SH | $10.18M 2.99% | 402K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDDFND | INVSCO BLSH 28 | 498K | SH | $10.17M 2.99% | 498K | 0.00 | 0.00 |
ISHARES TRDFND | IBONDS 27 ETF | 419.40K | SH | $10.17M 2.99% | 419.40K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDDFND | BULETSHS 2029 | 540K | SH | $10.08M 2.96% | 540K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST US EQT | 236K | SH | $10.01M 2.94% | 236K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST US EQT | 190K | SH | $9.58M 2.82% | 190K | 0.00 | 0.00 |
ISHARES TRDFND | IBONDS DEC 29 | 395K | SH | $9.19M 2.70% | 395K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST US EQUTY | 294K | SH | $8.98M 2.64% | 294K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST US EQT | 205K | SH | $8.59M 2.53% | 205K | 0.00 | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 14.11K | SH | $8.14M 2.39% | 5.15K | 0.00 | 8.96K |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST U.S EQT | 200K | SH | $7.88M 2.32% | 200K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 26.73K | SH | $5.57M 1.64% | 0.00 | 0.00 | 26.73K |
HOME DEPOT INCDFND | COM | 16.91K | SH | $5.56M 1.64% | 0.00 | 0.00 | 16.91K |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST U.S EQT | 144.50K | SH | $5.51M 1.62% | 144.50K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST US EQT | 130K | SH | $5.34M 1.57% | 130K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | STATE STREET CON | 55.82K | SH | $4.58M 1.35% | 55.80K | 0.00 | 21.00 |
INVESCO EXCH TRADED FD TR IIDFND | KBW BK ETF | 52K | SH | $4.11M 1.21% | 52K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 12.96K | SH | $3.92M 1.15% | 0.00 | 0.00 | 12.96K |