13FBOX
FT VEST LAD AUTO CALL BARRIER · 13F Institutional Holdings
Options Calculator Rankings
F

FT VEST LAD AUTO CALL BARRIER

ACYN
Institutions
183
Combined AUM (Q2 2026)
$626.0M
Combined Shares (Q2 2026)
30.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+27.6M
180 · 137 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-685,120
9 · 6 Exit · ≈
⚖️ Net
+26.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$626.0M
Institutions
183
New Buys
137
Adds
43
Reduces
3
Exits
6
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kestra Advisory Services, LLC
0.19%0.05%#55$59.8M2.9M$13.1M644,722+2.2M+346.30%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.05%0.01%#112$39.5M1.9M$6.1M301,687+1.6M+530.24%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%#109$31.4M1.5M$00+1.5MNew Buy
Triad Wealth Partners, LLC
1.47%#15$24.9M1.2M$00+1.2MNew Buy
HBW ADVISORY SERVICES LLC
2.22%#7$24.6M1.2M$00+1.2MNew Buy
Macro Advisors, Inc.
7.11%#1$22.3M1.1M$00+1.1MNew Buy
Cetera Investment Advisers
0.02%#142$22.2M1.1M$00+1.1MNew Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
0.64%#29$13.4M646,615$00+646,615New Buy
Prime Capital Investment Advisors, LLC
0.12%#75$12.7M610,231$00+610,231New Buy
Clear Creek Financial Management, LLC
0.79%0.12%#25$12.4M594,358$1.6M78,621+515,737+655.98%Add
UPTICK PARTNERS, LLC
1.75%0.39%#11$11.3M542,065$2.0M96,229+445,836+463.31%Add
Ameritas Advisory Services, LLC
0.22%#52$11.1M533,848$00+533,848New Buy
Integrated Wealth Concepts LLC
0.05%#111$10.2M491,215$00+491,215New Buy
Summit Financial, LLC
0.11%#83$9.9M476,312$00+476,312New Buy
HARBOUR INVESTMENTS, INC.
0.13%<0.01%#69$9.9M473,948$15,000736+473,212+64,295.11%Add
FISCHER INVESTMENT STRATEGIES, LLC
4.61%#2$9.7M464,467$00+464,467New Buy
GREAT VALLEY ADVISOR GROUP, INC.
0.15%0.03%#66$9.4M452,892$1.6M80,458+372,434+462.89%Add
ROYAL BANK OF CANADA
<0.01%#173$8.9M427,186$00+427,186New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.16%#59$8.7M419,116$00+419,116New Buy
Buska Wealth Management, LLC
2.69%0.44%#5$7.5M358,548$1.1M53,309+305,239+572.58%Add
IAMS WEALTH MANAGEMENT, LLC
2.18%#9$7.2M348,601$00+348,601New Buy
Wealth Watch Advisors, INC
2.3%1.83%#6$7.2M344,429$4.4M214,608+129,821+60.49%Add
Schulz Wealth, LTD.
3.68%#3$7.1M343,070$00+343,070New Buy
Stonebridge Financial Group, LLC/CA
0.99%#22$7.1M342,847$00+342,847New Buy
MGO ONE SEVEN LLC
0.11%#77$6.9M329,501$00+329,501New Buy
Accel Wealth Management
1.5%0.49%#14$6.7M320,777$1.9M92,505+228,272+246.77%Add
BOS Asset Management, LLC
1.52%#13$6.6M315,365$00+315,365New Buy
BIP Wealth, LLC
0.17%0.15%#58$6.0M288,494$3.6M175,659+112,835+64.24%Add
Maridea Wealth Management LLC
0.58%0.17%#30$5.4M257,670$1.2M57,107+200,563+351.21%Add
Wood Tarver Financial Group, LLC
1.25%#20$5.3M254,808$00+254,808New Buy
IFP Advisors, Inc
0.09%0.01%#88$5.2M252,324$478,15623,462+228,862+975.46%Add
Brookstone Capital Management
0.05%#107$5.2M252,015$00+252,015New Buy
CARY STREET PARTNERS FINANCIAL LLC
0.11%#78$5.2M248,452$00+248,452New Buy
CreativeOne Wealth, LLC
0.11%#81$5.1M247,705$00+247,705New Buy
Arkadios Wealth Advisors
0.08%#96$5.0M241,823$00+241,823New Buy
NewEdge Advisors, LLC
0.01%<0.01%#151$4.7M224,853$210,54610,331+214,522+2,076.49%Add
Goldenstone Wealth Management LLC
2.8%#4$4.3M205,707$00+205,707New Buy
Chicago Partners Investment Group LLC
0.08%0.01%#93$4.0M195,870$434,01120,889+174,981+837.67%Add
Concurrent Investment Advisors, LLC
0.03%#127$4.0M193,779$00+193,779New Buy
Vestmark Advisory Solutions, Inc.
0.04%<0.01%#125$3.8M181,793$411,98220,215+161,578+799.30%Add
ELEVATION POINT WEALTH PARTNERS, LLC
0.07%0.01%#98$3.8M181,793$411,98220,215+161,578+799.30%Add
Sovran Advisors, LLC
0.28%#48$3.8M183,659$00+183,659New Buy
HighTower Advisors, LLC
<0.01%#166$3.6M170,845$00+170,845New Buy
VestGen Advisors, LLC
0.1%0.01%#87$3.4M162,155$371,39517,873+144,282+807.26%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%#177$3.2M154,294$00+154,294New Buy
White Knight Strategic Wealth Advisors, LLC
2.19%#8$3.1M150,099$00+150,099New Buy
Ashton Thomas Private Wealth, LLC
0.06%#101$3.1M149,727$00+149,727New Buy
SageGuard Financial Group, LLC
0.43%#37$3.1M146,882$00+146,882New Buy
Green Ridge Wealth Planning LLC
1.27%#19$3.0M144,978$00+144,978New Buy
Farther Finance Advisors, LLC
0.02%#137$3.0M144,394$00+144,394New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow