FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.08% | 0.08% | #93 | $335.3M | 11.3M | $301.5M | 10.8M | +512,318+4.76% | Add | |
| GW HENSSLER & ASSOCIATES LTD | 5.33% | 5.29% | #5 | $119.9M | 4.0M | $112.4M | 4.0M | +19,736+0.49% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% | 0.02% | #138 | $90.2M | 3.0M | $85.2M | 3.0M | -10,268-0.34% | Reduce | |
| Strid Group, LLC | 9.86% | 11.31% | #3 | $88.8M | 3.0M | $91.2M | 3.3M | -294,595-8.98% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.08% | 0.09% | #88 | $68.6M | 2.3M | $64.5M | 2.3M | +4,332+0.19% | Add | |
| Cetera Investment Advisers | 0.06% | 0.06% | #99 | $68.4M | 2.3M | $59.5M | 2.1M | +177,408+8.35% | Add | |
| Centennial Wealth Advisory LLC | 11.52% | 12.38% | #1 | $53.4M | 1.8M | $51.1M | 1.8M | -29,708-1.63% | Reduce | |
| Legacy Financial Group LLC | 5.82% | 7.07% | #4 | $51.7M | 1.7M | $56.2M | 2.0M | -267,898-13.34% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #155 | $41.3M | 1.4M | $38.1M | 1.4M | +28,399+2.09% | Add | |
| Prime Capital Investment Advisors, LLC | 0.36% | 0.36% | #36 | $37.2M | 1.3M | $30.7M | 1.1M | +155,431+14.16% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | <0.01% | #174 | $36.1M | 1.2M | $23.9M | 851,854 | +361,492+42.44% | Add | |
| Capital Asset Advisory Services LLC | 1.09% | 1% | #16 | $30.0M | 1.0M | $26.2M | 901,961 | +108,794+12.06% | Add | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.44% | — | #30 | $27.7M | 931,763 | $0 | 0 | +931,763 | New Buy | |
| HARBOUR INVESTMENTS, INC. | 0.36% | 0.37% | #34 | $27.1M | 911,428 | $24.0M | 857,687 | +53,741+6.27% | Add | |
| Brookstone Capital Management | 0.26% | 0.24% | #48 | $26.3M | 886,574 | $21.4M | 764,714 | +121,860+15.94% | Add | |
| Kestra Advisory Services, LLC | 0.08% | 0.09% | #85 | $26.1M | 877,996 | $24.3M | 866,581 | +11,415+1.32% | Add | |
| TRUIST FINANCIAL CORP | 0.03% | 0.03% | #120 | $25.3M | 852,662 | $24.0M | 856,686 | -4,024-0.47% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.05% | 0.05% | #105 | $23.8M | 801,494 | $19.4M | 694,611 | +106,883+15.39% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.03% | #124 | $22.7M | 764,521 | $20.5M | 733,134 | +31,387+4.28% | Add | |
| Integrated Wealth Concepts LLC | 0.11% | 0.05% | #76 | $21.8M | 733,743 | $6.4M | 229,443 | +504,300+219.79% | Add | |
| FISCHER INVESTMENT STRATEGIES, LLC | 10.04% | 11.76% | #2 | $21.0M | 708,015 | $20.2M | 719,735 | -11,720-1.63% | Reduce | |
| RFG Advisory, LLC | 0.27% | 0.13% | #47 | $17.1M | 574,494 | $7.3M | 262,295 | +312,199+119.03% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #189 | $16.4M | 552,359 | $16.5M | 590,561 | -38,202-6.47% | Reduce | |
| Waverly Advisors, LLC | 0.09% | 0.1% | #84 | $14.8M | 499,610 | $14.0M | 498,235 | +1,375+0.28% | Add | |
| NewEdge Advisors, LLC | 0.04% | 0.04% | #111 | $12.3M | 412,978 | $11.0M | 394,181 | +18,797+4.77% | Add | |
| Stratos Wealth Partners, LTD. | 0.12% | 0.13% | #73 | $12.0M | 403,291 | $11.5M | 408,940 | -5,649-1.38% | Reduce | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.13% | 0.14% | #70 | $12.0M | 402,580 | $11.4M | 408,830 | -6,250-1.53% | Reduce | |
| MILESTONE ASSET MANAGEMENT, LLC | 1.84% | 2.28% | #10 | $11.8M | 395,577 | $12.4M | 442,487 | -46,910-10.60% | Reduce | |
| Santori & Peters, Inc. | 3.08% | 3.21% | #8 | $10.9M | 367,507 | $10.3M | 368,454 | -947-0.26% | Reduce | |
| CreativeOne Wealth, LLC | 0.22% | 0.2% | #52 | $10.0M | 337,936 | $8.5M | 303,348 | +34,588+11.40% | Add | |
| Simplicity Wealth,LLC | 0.32% | 0.51% | #41 | $9.5M | 319,453 | $8.9M | 319,416 | +37+0.01% | Add | |
| IMG Wealth Management, Inc. | 5.16% | 5.41% | #6 | $9.3M | 311,544 | $8.5M | 303,126 | +8,418+2.78% | Add | |
| Mariner, LLC | 0.01% | 0.01% | #159 | $9.1M | 304,936 | $11.8M | 422,097 | -117,161-27.76% | Reduce | |
| Private Advisor Group, LLC | 0.04% | 0.02% | #109 | $8.9M | 299,887 | $5.1M | 181,152 | +118,735+65.54% | Add | |
| Pinnacle Financial Partners, Inc. | 0.06% | 0.06% | #100 | $8.6M | 289,001 | $7.8M | 277,096 | +11,905+4.30% | Add | |
| Legacy Wealth Managment, LLC/ID | 3.19% | 3.54% | #7 | $7.7M | 260,471 | $7.1M | 254,584 | +5,887+2.31% | Add | |
| Jacobi Capital Management LLC | 0.37% | 0.36% | #33 | $7.6M | 255,285 | $6.4M | 227,172 | +28,113+12.38% | Add | |
| WEDBUSH SECURITIES INC | 0.17% | 0.19% | #61 | $6.6M | 222,051 | $6.6M | 235,042 | -12,991-5.53% | Reduce | |
| PRECEDENT WEALTH PARTNERS, LLC | 0.98% | 0.75% | #20 | $5.9M | 198,909 | $3.7M | 133,733 | +65,176+48.74% | Add | |
| Advisory Services Network, LLC | 0.07% | 0.07% | #95 | $5.9M | 197,488 | $5.2M | 186,539 | +10,949+5.87% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 0.01% | #168 | $5.3M | 177,200 | $8.9M | 317,488 | -140,288-44.19% | Reduce | |
| Equitable Holdings, Inc. | 0.03% | 0.03% | #118 | $5.1M | 172,520 | $4.2M | 147,408 | +25,112+17.04% | Add | |
| Sigma Planning Corp | 0.12% | 0.12% | #74 | $4.7M | 159,261 | $4.4M | 157,884 | +1,377+0.87% | Add | |
| Prospera Financial Services Inc | 0.06% | 0.05% | #97 | $4.4M | 149,280 | $3.1M | 110,940 | +38,340+34.56% | Add | |
| Atria Investments, Inc | 0.04% | 0.05% | #107 | $4.4M | 146,790 | $4.1M | 147,234 | -444-0.30% | Reduce | |
| HighPoint Advisor Group LLC | 0.15% | 0.09% | #66 | $4.3M | 144,705 | $2.2M | 76,809 | +67,896+88.40% | Add | |
| Symphony Financial Services, Inc. | 1.83% | 0.39% | #11 | $4.1M | 136,837 | $751,240 | 26,830 | +110,007+410.01% | Add | |
| Wealth Watch Advisors, INC | 1.31% | 1.51% | #14 | $4.1M | 136,740 | $3.6M | 128,445 | +8,295+6.46% | Add | |
| Creative Planning | <0.01% | <0.01% | #192 | $3.7M | 123,372 | $3.5M | 125,718 | -2,346-1.87% | Reduce | |
| IAMS WEALTH MANAGEMENT, LLC | 1.01% | 1.11% | #19 | $3.4M | 112,730 | $3.2M | 113,996 | -1,266-1.11% | Reduce |