FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY MAX BUFFER ETF NOV · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 0.19% | 0.22% | #2 | $2.9M | 86,897 | $2.9M | 87,447 | -550-0.63% | Reduce | |
| PARK AVENUE SECURITIES LLC | 0.01% | 0.01% | #11 | $1.8M | 54,458 | $1.6M | 49,115 | +5,343+10.88% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #22 | $1.7M | 51,381 | $1.2M | 37,537 | +13,844+36.88% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #29 | $1.2M | 34,491 | $502,197 | 15,351 | +19,140+124.68% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #23 | $943,015 | 27,962 | $914,759 | 27,962 | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #28 | $824,644 | 24,452 | $1.0M | 31,314 | -6,862-21.91% | Reduce | |
| Madrona Financial Services, LLC | 0.12% | 0.14% | #3 | $666,035 | 19,749 | $646,075 | 19,749 | 00.00% | Unchanged | |
| Waverly Advisors, LLC | <0.01% | <0.01% | #18 | $637,740 | 18,910 | $618,627 | 18,910 | 00.00% | Unchanged | |
| Gallagher Fiduciary Advisors, LLC | 0.02% | 0.01% | #10 | $534,694 | 15,855 | $518,670 | 15,855 | 00.00% | Unchanged | |
| Ameritas Advisory Services, LLC | 0.01% | 0.01% | #12 | $516,667 | 15,320 | $345,136 | 10,550 | +4,770+45.21% | Add | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #26 | $470,430 | 13,949 | $415,537 | 12,702 | +1,247+9.82% | Add | |
| Glen Eagle Advisors, LLC | 0.05% | 0.06% | #5 | $427,667 | 12,681 | $414,850 | 12,681 | 00.00% | Unchanged | |
| Capasso Planning Partners LLC | 0.2% | 0.21% | #1 | $406,555 | 12,055 | $394,371 | 12,055 | 00.00% | Unchanged | |
| Geneos Wealth Management Inc. | 0.01% | <0.01% | #13 | $404,026 | 11,980 | $195,959 | 5,990 | +5,990+100.00% | Add | |
| OLD MISSION CAPITAL LLC | 0.01% | — | #15 | $403,519 | 11,965 | $0 | 0 | +11,965 | New Buy | |
| AE Wealth Management LLC | <0.01% | <0.01% | #20 | $379,878 | 11,264 | $406,900 | 12,438 | -1,174-9.44% | Reduce | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #25 | $291,822 | 8,653 | $283,077 | 8,653 | 00.00% | Unchanged | |
| Buck Wealth Strategies, LLC | 0.03% | 0.03% | #8 | $242,146 | 7,180 | $234,889 | 7,180 | 00.00% | Unchanged | |
| VICTORY FINANCIAL GROUP, LLC | 0.03% | 0.03% | #9 | $240,358 | 7,127 | $233,155 | 7,127 | 00.00% | Unchanged | |
| Prasad Wealth Partners, LLC | 0.06% | 0.07% | #4 | $236,918 | 7,025 | $249,447 | 7,625 | -600-7.87% | Reduce | |
| PKS Advisory Services, LLC | 0.03% | — | #7 | $201,687 | 5,980 | $0 | 0 | +5,980 | New Buy | |
| Capital Analysts, LLC | <0.01% | <0.01% | #24 | $49,711 | 1,474 | $48,000 | 1,474 | 00.00% | Unchanged | |
| Regatta Research & Money Management | 0.04% | — | #6 | $41,483 | 1,230 | $0 | 0 | +1,230 | New Buy | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #27 | $41,347 | 1,226 | $40,108 | 1,226 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #30 | $30,656 | 909 | $29,737 | 909 | 00.00% | Unchanged | |
| Capital Investment Advisory Services, LLC | <0.01% | <0.01% | #21 | $26,980 | 800 | $26,171 | 800 | 00.00% | Unchanged | |
| Triumph Capital Management | <0.01% | <0.01% | #16 | $25,294 | 750 | $24,536 | 750 | 00.00% | Unchanged | |
| Integrity Financial Corp /WA | 0.01% | 0.01% | #14 | $15,446 | 458 | $14,983 | 458 | 00.00% | Unchanged | |
| Bernard Wealth Management Corp. | <0.01% | <0.01% | #17 | $9,978 | 305 | $9,978 | 305 | 00.00% | Unchanged | |
| DHJJ Financial Advisors, Ltd. | <0.01% | <0.01% | #19 | $8,938 | 265 | $8,670 | 265 | 00.00% | Unchanged | |
| Clearstead Advisors, LLC | <0.01% | — | #31 | $844 | 25 | $0 | 0 | +25 | New Buy |