FIRST TR EXCHNG TRADED FD VIII FT VE EM MARK BU · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HFG Wealth Management, LLC | 5.04% | 5.01% | #1 | $5.0M | 192,561 | $9.1M | 378,094 | -185,533-49.07% | Reduce | |
| OLD MISSION CAPITAL LLC | 0.01% | 0.02% | #5 | $779,818 | 29,993 | $1.0M | 43,141 | -13,148-30.48% | Reduce | |
| Ignite Planners, LLC | 0.09% | 0.09% | #2 | $663,988 | 25,538 | $614,605 | 25,538 | 00.00% | Unchanged | |
| CITADEL ADVISORS LLC | <0.01% | — | #10 | $242,086 | 9,311 | $0 | 0 | +9,311 | New Buy | |
| Cetera Investment Advisers | <0.01% | <0.01% | #9 | $239,304 | 9,204 | $204,708 | 8,506 | +698+8.21% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #7 | $221,390 | 8,515 | $204,925 | 8,515 | 00.00% | Unchanged | |
| Regatta Research & Money Management | 0.06% | — | #3 | $64,376 | 2,476 | $0 | 0 | +2,476 | New Buy | |
| Capital Investment Advisory Services, LLC | <0.01% | <0.01% | #6 | $60,190 | 2,315 | $55,713 | 2,315 | 00.00% | Unchanged | |
| Integrity Financial Corp /WA | 0.02% | 0.02% | #4 | $38,090 | 1,465 | $35,257 | 1,465 | 00.00% | Unchanged | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | <0.01% | <0.01% | #8 | $15,600 | 600 | $14,440 | 600 | 00.00% | Unchanged |