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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| DWM Financial Group, Inc. | 26.55% | — | #1 | $29.3M | 702,329 | $0 | 0 | +702,329 | New Buy | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #67 | $15.8M | 352,821 | $6.3M | 147,661 | +205,160+138.94% | Add | |
| Spectrum Asset Management, Inc. (NB/CA) | 3.06% | 3.34% | #2 | $11.0M | 246,980 | $10.5M | 248,216 | -1,236-0.50% | Reduce | |
| First International Bank of Israel Ltd. | 2.85% | 2.94% | #3 | $10.6M | 236,000 | $10.0M | 236,000 | 00.00% | Unchanged | |
| Decker Wealth Management LLC | 1.81% | 1.89% | #4 | $8.5M | 190,477 | $8.3M | 196,714 | -6,237-3.17% | Reduce | |
| Kestra Advisory Services, LLC | 0.03% | 0.04% | #41 | $8.3M | 185,940 | $10.1M | 237,265 | -51,325-21.63% | Reduce | |
| Cetera Investment Advisers | 0.01% | <0.01% | #60 | $7.5M | 166,564 | $3.7M | 87,561 | +79,003+90.23% | Add | |
| Wood Tarver Financial Group, LLC | 1.6% | 1.84% | #5 | $6.8M | 151,814 | $6.6M | 156,653 | -4,839-3.09% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #64 | $4.7M | 106,098 | $4.3M | 101,410 | +4,688+4.62% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #63 | $4.6M | 102,548 | $4.5M | 105,787 | -3,239-3.06% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #81 | $4.1M | 92,420 | $3.3M | 78,177 | +14,243+18.22% | Add | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.2% | 0.19% | #17 | $3.9M | 86,759 | $3.3M | 77,176 | +9,583+12.42% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.05% | 0.05% | #32 | $3.8M | 84,201 | $3.6M | 83,953 | +248+0.30% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #82 | $3.1M | 69,724 | $2.8M | 65,664 | +4,060+6.18% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #65 | $2.4M | 53,068 | $1.5M | 34,651 | +18,417+53.15% | Add | |
| Ignite Planners, LLC | 0.25% | 0.27% | #13 | $1.8M | 40,554 | $1.7M | 40,554 | 00.00% | Unchanged | |
| REAP Financial Group, LLC | 0.29% | 0.31% | #11 | $1.7M | 38,060 | $1.6M | 37,610 | +450+1.20% | Add | |
| Foguth Wealth Management, LLC. | 0.17% | 0.18% | #20 | $1.5M | 33,980 | $1.5M | 34,061 | -81-0.24% | Reduce | |
| UPTICK PARTNERS, LLC | 0.24% | 0.29% | #14 | $1.5M | 33,877 | $1.5M | 34,537 | -660-1.91% | Reduce | |
| Mutual Advisors, LLC | 0.03% | 0.03% | #40 | $1.5M | 33,041 | $1.5M | 35,530 | -2,489-7.01% | Reduce | |
| Quantinno Capital Management LP | <0.01% | <0.01% | #72 | $1.5M | 32,873 | $1.4M | 32,873 | 00.00% | Unchanged | |
| WETZEL INVESTMENT ADVISORS, INC. | 0.51% | 0.57% | #8 | $1.5M | 32,783 | $1.4M | 33,666 | -883-2.62% | Reduce | |
| Kovack Advisors, Inc. | 0.07% | 0.07% | #29 | $1.4M | 30,430 | $1.4M | 31,761 | -1,331-4.19% | Reduce | |
| Integrity Financial Corp /WA | 0.57% | 0.56% | #6 | $1.2M | 26,825 | $1.1M | 26,597 | +228+0.86% | Add | |
| Glen Eagle Advisors, LLC | 0.14% | 0.15% | #22 | $1.1M | 25,660 | $1.1M | 25,660 | 00.00% | Unchanged | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #89 | $1.1M | 23,933 | $0 | 0 | +23,933 | New Buy | |
| SAGESPRING WEALTH PARTNERS, LLC | 0.02% | 0.02% | #46 | $1.0M | 23,222 | $984,613 | 23,222 | 00.00% | Unchanged | |
| 1ST SOURCE BANK | 0.05% | 0.05% | #35 | $994,403 | 22,230 | $1.0M | 23,780 | -1,550-6.52% | Reduce | |
| Ameritas Advisory Services, LLC | 0.02% | 0.02% | #45 | $929,541 | 20,780 | $619,506 | 14,611 | +6,169+42.22% | Add | |
| JPMORGAN CHASE & CO | <0.01% | — | #93 | $862,559 | 19,320 | $0 | 0 | +19,320 | New Buy | |
| Uniting Wealth Partners, LLC | 0.17% | 0.17% | #21 | $835,603 | 18,680 | $792,032 | 18,680 | 00.00% | Unchanged | |
| Signal Advisors Wealth, LLC | 0.04% | — | #36 | $791,765 | 17,700 | $0 | 0 | +17,700 | New Buy | |
| Clear Creek Financial Management, LLC | 0.05% | 0.04% | #31 | $789,931 | 17,659 | $518,086 | 12,219 | +5,440+44.52% | Add | |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.22% | 0.24% | #15 | $773,828 | 17,299 | $770,026 | 18,161 | -862-4.75% | Reduce | |
| OPPENHEIMER & CO INC | 0.01% | 0.01% | #59 | $682,663 | 15,261 | $647,872 | 15,280 | -19-0.12% | Reduce | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #84 | $678,547 | 15,169 | $645,752 | 15,230 | -61-0.40% | Reduce | |
| RFG Advisory, LLC | 0.01% | 0.01% | #52 | $664,412 | 14,853 | $589,996 | 13,915 | +938+6.74% | Add | |
| Ethic Inc. | 0.01% | — | #56 | $636,946 | 14,239 | $0 | 0 | +14,239 | New Buy | |
| Mission Financial Group, LLC | 0.51% | 0.66% | #7 | $619,271 | 13,844 | $709,957 | 17,044 | -3,200-18.77% | Reduce | |
| Buck Wealth Strategies, LLC | 0.06% | 0.07% | #30 | $600,802 | 13,431 | $569,474 | 13,431 | 00.00% | Unchanged | |
| Schulz Wealth, LTD. | 0.31% | — | #10 | $599,997 | 13,413 | $0 | 0 | +13,413 | New Buy | |
| Tradition Wealth Management, LLC | 0.03% | 0.04% | #37 | $545,021 | 12,184 | $516,602 | 12,184 | 00.00% | Unchanged | |
| &PARTNERS | <0.01% | <0.01% | #71 | $541,487 | 12,105 | $580,117 | 13,682 | -1,577-11.53% | Reduce | |
| CreativeOne Wealth, LLC | 0.01% | — | #51 | $530,796 | 11,866 | $0 | 0 | +11,866 | New Buy | |
| McKinley Carter Wealth Services, Inc. | 0.03% | 0.05% | #42 | $514,424 | 11,500 | $794,152 | 18,730 | -7,230-38.60% | Reduce | |
| StoneX Group Inc. | 0.02% | 0.02% | #44 | $480,266 | 10,740 | $445,200 | 10,500 | +240+2.29% | Add | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #75 | $457,032 | 10,217 | $379,268 | 8,945 | +1,272+14.22% | Add | |
| JIM SAULNIER & ASSOCIATES, LLC | 0.18% | 0.21% | #19 | $448,130 | 10,018 | $424,763 | 10,018 | 00.00% | Unchanged | |
| Grantvest Financial Group LLC | 0.26% | 0.18% | #12 | $446,967 | 9,992 | $280,815 | 6,623 | +3,369+50.87% | Add | |
| Oakmont Advisory Group, LLC | 0.37% | — | #9 | $438,125 | 9,794 | $0 | 0 | +9,794 | New Buy |