FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.02% | #156 | $68.1M | 1.6M | $58.0M | 1.4M | +148,488+10.45% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #217 | $66.1M | 1.5M | $31.7M | 793,260 | +705,791+88.97% | Add | |
| LPL Financial LLC | 0.01% | 0.02% | #174 | $54.9M | 1.3M | $69.7M | 1.7M | -455,595-26.57% | Reduce | |
| Cetera Investment Advisers | 0.04% | 0.03% | #111 | $48.3M | 1.1M | $31.3M | 767,026 | +352,689+45.98% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #184 | $44.5M | 1.0M | $21.3M | 523,196 | +507,719+97.04% | Add | |
| OSAIC HOLDINGS, INC. | 0.05% | 0.07% | #106 | $39.2M | 907,544 | $44.8M | 1.1M | -192,908-17.53% | Reduce | |
| AE Wealth Management LLC | 0.17% | <0.01% | #52 | $37.3M | 866,476 | $476,745 | 11,676 | +854,800+7,321.00% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 0.06% | #107 | $36.5M | 841,737 | $39.9M | 979,277 | -137,540-14.05% | Reduce | |
| Modern Wealth Management, LLC | 0.34% | — | #35 | $28.6M | 648,710 | $0 | 0 | +648,710 | New Buy | |
| Vestmark Advisory Solutions, Inc. | 0.25% | 0.27% | #41 | $26.5M | 601,550 | $24.0M | 590,367 | +11,183+1.89% | Add | |
| Kestra Advisory Services, LLC | 0.07% | 0.09% | #89 | $21.6M | 498,763 | $22.9M | 562,175 | -63,412-11.28% | Reduce | |
| Ausdal Financial Partners, Inc. | 0.6% | — | #23 | $15.2M | 353,943 | $0 | 0 | +353,943 | New Buy | |
| PFS Partners, LLC | 4.94% | 5.44% | #3 | $12.2M | 285,666 | $11.9M | 293,291 | -7,625-2.60% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #235 | $9.4M | 213,840 | $9.3M | 229,678 | -15,838-6.90% | Reduce | |
| Atria Investments, Inc | 0.09% | 0.01% | #72 | $9.1M | 211,666 | $1.1M | 25,983 | +185,683+714.63% | Add | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.02% | #159 | $8.9M | 206,420 | $6.5M | 159,282 | +47,138+29.59% | Add | |
| Integrated Wealth Concepts LLC | 0.04% | 0.06% | #119 | $7.7M | 175,870 | $7.0M | 171,645 | +4,225+2.46% | Add | |
| CreativeOne Wealth, LLC | 0.16% | 0.06% | #56 | $7.5M | 173,130 | $2.5M | 61,800 | +111,330+180.15% | Add | |
| POM Investment Strategies, LLC | 8.23% | 0.02% | #1 | $7.3M | 168,683 | $14,930 | 368 | +168,315+45,737.77% | Add | |
| Aptus Capital Advisors, LLC | 0.05% | 0.05% | #108 | $6.7M | 156,685 | $6.5M | 160,482 | -3,797-2.37% | Reduce | |
| Schulz Wealth, LTD. | 3.37% | — | #4 | $6.5M | 150,748 | $0 | 0 | +150,748 | New Buy | |
| Wood Tarver Financial Group, LLC | 1.52% | 1.86% | #9 | $6.4M | 149,362 | $6.7M | 164,016 | -14,654-8.93% | Reduce | |
| MILESTONE ASSET MANAGEMENT, LLC | 1.01% | 1.09% | #13 | $6.4M | 149,502 | $5.9M | 144,180 | +5,322+3.69% | Add | |
| Financial Guidance Group, Inc. | 2.33% | 2.43% | #6 | $6.2M | 145,685 | $6.1M | 149,482 | -3,797-2.54% | Reduce | |
| TRUIST FINANCIAL CORP | 0.01% | 0.01% | #197 | $5.7M | 130,138 | $8.9M | 218,764 | -88,626-40.51% | Reduce | |
| Kovack Advisors, Inc. | 0.27% | 0.28% | #40 | $5.6M | 127,129 | $5.2M | 126,853 | +276+0.22% | Add | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | <0.01% | <0.01% | #240 | $5.3M | 119,168 | $4.8M | 119,168 | 00.00% | Unchanged | |
| Wellment Financial | 5.83% | — | #2 | $5.1M | 118,782 | $0 | 0 | +118,782 | New Buy | |
| Ignite Planners, LLC | 0.69% | 0.69% | #20 | $5.0M | 114,000 | $4.5M | 109,986 | +4,014+3.65% | Add | |
| DAGCO, INC. | 0.85% | 1.39% | #16 | $4.6M | 106,109 | $6.4M | 157,406 | -51,297-32.59% | Reduce | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.57% | 0.61% | #25 | $4.6M | 107,583 | $4.3M | 105,597 | +1,986+1.88% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #250 | $4.6M | 103,537 | $4.8M | 118,094 | -14,557-12.33% | Reduce | |
| BAM Wealth Management, LLC | 2.71% | — | #5 | $4.3M | 100,561 | $0 | 0 | +100,561 | New Buy | |
| HARBOUR INVESTMENTS, INC. | 0.06% | 0.05% | #98 | $4.3M | 99,984 | $3.2M | 79,525 | +20,459+25.73% | Add | |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 0.23% | 0.24% | #45 | $4.1M | 93,278 | $3.8M | 92,528 | +750+0.81% | Add | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #215 | $4.1M | 94,490 | $646,306 | 15,850 | +78,640+496.15% | Add | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.2% | 0.09% | #49 | $3.9M | 89,843 | $1.6M | 37,842 | +52,001+137.42% | Add | |
| Outlook Wealth Advisors, LLC | 0.83% | — | #17 | $3.9M | 89,510 | $0 | 0 | +89,510 | New Buy | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.04% | 0.04% | #115 | $3.7M | 86,721 | $3.0M | 74,027 | +12,694+17.15% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #251 | $3.6M | 83,841 | $3.1M | 76,392 | +7,449+9.75% | Add | |
| Americana Partners, LLC | 0.08% | 0.36% | #79 | $3.6M | 81,884 | $14.0M | 341,914 | -260,030-76.05% | Reduce | |
| INSIGNEO ADVISORY SERVICES, LLC | 0.13% | 0.24% | #64 | $3.5M | 81,948 | $3.3M | 81,784 | +164+0.20% | Add | |
| Wealthcare Advisory Partners LLC | 0.06% | 0.06% | #91 | $3.4M | 77,225 | $2.9M | 72,039 | +5,186+7.20% | Add | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.03% | 0.04% | #123 | $3.3M | 78,051 | $3.2M | 79,131 | -1,080-1.36% | Reduce | |
| CITY HOLDING CO | 0.37% | 0.49% | #33 | $3.3M | 75,959 | $3.9M | 95,259 | -19,300-20.26% | Reduce | |
| PARK AVENUE SECURITIES LLC | 0.02% | 0.02% | #150 | $3.2M | 74,279 | $2.9M | 70,074 | +4,205+6.00% | Add | |
| Brookstone Capital Management | 0.03% | 0.03% | #128 | $3.2M | 74,584 | $2.7M | 66,280 | +8,304+12.53% | Add | |
| Janney Montgomery Scott LLC | 0.01% | 0.01% | #201 | $3.1M | 71,383 | $2.9M | 72,319 | -936-1.29% | Reduce | |
| REAP Financial Group, LLC | 0.5% | 0.58% | #27 | $2.9M | 67,618 | $2.9M | 71,929 | -4,311-5.99% | Reduce | |
| Tanglewood Legacy Advisors, LLC | 0.92% | 0.88% | #14 | $2.8M | 65,924 | $2.4M | 59,684 | +6,240+10.46% | Add |