FIRST TR EXCHNG TRADED FD VIII FT VEST U.S 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 0.01% | <0.01% | #88 | $29.9M | 725,061 | $9.1M | 231,340 | +493,721+213.42% | Add | |
| Cetera Investment Advisers | 0.02% | 0.02% | #69 | $20.3M | 492,470 | $14.2M | 360,800 | +131,670+36.49% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #97 | $19.5M | 474,211 | $8.9M | 225,435 | +248,776+110.35% | Add | |
| OSAIC HOLDINGS, INC. | 0.02% | 0.01% | #66 | $17.7M | 429,079 | $4.8M | 122,989 | +306,090+248.88% | Add | |
| Atria Investments, Inc | 0.18% | 0.12% | #14 | $17.5M | 424,651 | $10.4M | 263,286 | +161,365+61.29% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #105 | $15.5M | 375,220 | $6.4M | 161,571 | +213,649+132.23% | Add | |
| Mariner, LLC | 0.01% | 0.01% | #81 | $10.8M | 263,272 | $10.6M | 268,630 | -5,358-1.99% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #79 | $9.8M | 238,641 | $8.4M | 213,883 | +24,758+11.58% | Add | |
| First International Bank of Israel Ltd. | 2.23% | 2.32% | #3 | $8.2M | 200,000 | $7.9M | 200,000 | 00.00% | Unchanged | |
| Kestra Advisory Services, LLC | 0.02% | 0.03% | #67 | $6.1M | 148,862 | $6.8M | 171,906 | -23,044-13.41% | Reduce | |
| Focus Partners Wealth | 0.01% | 0.01% | #92 | $5.8M | 141,194 | $5.8M | 147,231 | -6,037-4.10% | Reduce | |
| Avantra Family Wealth, Inc. | 2.86% | 3.18% | #1 | $4.5M | 108,930 | $4.3M | 108,329 | +601+0.55% | Add | |
| MAI Capital Management | 0.02% | <0.01% | #71 | $4.3M | 105,248 | $461,766 | 11,714 | +93,534+798.48% | Add | |
| BAM Wealth Management, LLC | 2.69% | — | #2 | $4.3M | 104,305 | $0 | 0 | +104,305 | New Buy | |
| CreativeOne Wealth, LLC | 0.08% | 0.03% | #38 | $3.6M | 86,666 | $1.3M | 32,002 | +54,664+170.81% | Add | |
| VestGen Advisors, LLC | 0.1% | 0.1% | #29 | $3.5M | 84,174 | $3.9M | 95,057 | -10,883-11.45% | Reduce | |
| Schulz Wealth, LTD. | 1.19% | — | #4 | $2.3M | 55,886 | $0 | 0 | +55,886 | New Buy | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.1% | 0.1% | #30 | $1.9M | 45,688 | $1.7M | 43,262 | +2,426+5.61% | Add | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.02% | 0.02% | #68 | $1.9M | 45,627 | $1.9M | 47,339 | -1,712-3.62% | Reduce | |
| Arkadios Wealth Advisors | 0.03% | 0.03% | #63 | $1.8M | 43,979 | $1.7M | 44,179 | -200-0.45% | Reduce | |
| Tanglewood Legacy Advisors, LLC | 0.57% | 0.4% | #6 | $1.8M | 43,132 | $1.1M | 28,190 | +14,942+53.00% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #107 | $1.7M | 41,341 | $487,985 | 22,392 | +18,949+84.62% | Add | |
| CAPTRUST FINANCIAL ADVISORS | <0.01% | <0.01% | #109 | $1.6M | 39,784 | $2.8M | 69,975 | -30,191-43.15% | Reduce | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #113 | $1.5M | 36,627 | $1.4M | 35,688 | +939+2.63% | Add | |
| Keystone Wealth Services, LLC | 0.28% | 0.31% | #12 | $1.5M | 36,071 | $1.4M | 36,571 | -500-1.37% | Reduce | |
| Gallagher Fiduciary Advisors, LLC | 0.04% | 0.01% | #47 | $1.5M | 35,913 | $550,224 | 13,958 | +21,955+157.29% | Add | |
| Archer Investment Corp | 0.29% | 0.26% | #11 | $1.5M | 35,535 | $1.2M | 30,959 | +4,576+14.78% | Add | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.02% | — | #65 | $1.4M | 35,099 | $0 | 0 | +35,099 | New Buy | |
| Diligent Investors, LLC | 0.32% | 0.31% | #10 | $1.4M | 34,481 | $1.3M | 32,131 | +2,350+7.31% | Add | |
| Range Financial Group LLC | 0.37% | — | #7 | $1.4M | 33,091 | $0 | 0 | +33,091 | New Buy | |
| Americana Partners, LLC | 0.03% | 0.1% | #59 | $1.3M | 32,256 | $3.7M | 94,476 | -62,220-65.86% | Reduce | |
| LM Advisors LLC | 0.12% | 0.01% | #19 | $1.3M | 31,290 | $31,290 | 1,228 | +30,062+2,448.05% | Add | |
| CITY HOLDING CO | 0.14% | 0.15% | #17 | $1.3M | 31,100 | $1.2M | 31,100 | 00.00% | Unchanged | |
| HighTower Advisors, LLC | <0.01% | — | #116 | $1.3M | 31,020 | $0 | 0 | +31,020 | New Buy | |
| Triad Wealth Partners, LLC | 0.07% | 0.09% | #41 | $1.3M | 30,122 | $1.1M | 29,119 | +1,003+3.44% | Add | |
| AdvisorNet Financial, Inc | 0.06% | 0.06% | #43 | $1.2M | 29,814 | $1.2M | 29,965 | -151-0.50% | Reduce | |
| Nvest Financial, LLC | 0.36% | 0.4% | #8 | $1.1M | 27,341 | $1.1M | 27,341 | 00.00% | Unchanged | |
| NorthCrest Asset Manangement, LLC | 0.03% | 0.01% | #62 | $1.1M | 26,558 | $398,021 | 10,059 | +16,499+164.02% | Add | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #106 | $1.0M | 25,302 | $851,866 | 21,610 | +3,692+17.08% | Add | |
| Integrated Wealth Concepts LLC | 0.01% | 0.01% | #96 | $1.0M | 25,146 | $995,513 | 25,254 | -108-0.43% | Reduce | |
| Ausdal Financial Partners, Inc. | 0.04% | 0.03% | #54 | $955,526 | 23,198 | $685,041 | 17,378 | +5,820+33.49% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #112 | $951,942 | 23,111 | $803,025 | 20,371 | +2,740+13.45% | Add | |
| Icon Wealth Advisors, LLC | 0.05% | 0.06% | #44 | $903,487 | 21,935 | $892,300 | 21,935 | 00.00% | Unchanged | |
| Global Retirement Partners, LLC | 0.01% | — | #75 | $897,942 | 21,800 | $0 | 0 | +21,800 | New Buy | |
| Ignite Planners, LLC | 0.12% | 0.16% | #22 | $871,416 | 21,156 | $1.0M | 25,619 | -4,463-17.42% | Reduce | |
| LANGLEY WEALTH MANAGEMENT, LLC | 0.85% | — | #5 | $870,674 | 21,138 | $0 | 0 | +21,138 | New Buy | |
| Mutual Advisors, LLC | 0.02% | 0.01% | #72 | $829,964 | 20,150 | $536,058 | 13,599 | +6,551+48.17% | Add | |
| KINTRA WEALTH, LLC | 0.04% | 0.05% | #49 | $788,597 | 18,750 | $753,553 | 19,116 | -366-1.91% | Reduce | |
| Strategic Blueprint, LLC | 0.04% | — | #53 | $750,441 | 18,219 | $0 | 0 | +18,219 | New Buy | |
| Signal Advisors Wealth, LLC | 0.04% | 0.06% | #52 | $742,697 | 18,031 | $820,843 | 20,823 | -2,792-13.41% | Reduce |