FIRST TR EXCHNG TRADED FD VIII FT VEST US 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% | #151 | $42.5M | 977,956 | $43.1M | 1.1M | -78,604-7.44% | Reduce | |
| Modern Wealth Management, LLC | 0.34% | — | #23 | $28.6M | 648,710 | $0 | 0 | +648,710 | New Buy | |
| OSAIC HOLDINGS, INC. | 0.02% | 0.03% | #136 | $14.4M | 331,336 | $22.7M | 556,417 | -225,081-40.45% | Reduce | |
| PFS Partners, LLC | 4.94% | 5.44% | #3 | $12.2M | 285,666 | $11.9M | 293,291 | -7,625-2.60% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #213 | $11.1M | 255,516 | $10.6M | 259,850 | -4,334-1.67% | Reduce | |
| Cetera Investment Advisers | 0.01% | 0.01% | #171 | $8.4M | 193,419 | $9.6M | 236,272 | -42,853-18.14% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.02% | #158 | $8.3M | 190,520 | $15.4M | 378,030 | -187,510-49.60% | Reduce | |
| Kestra Advisory Services, LLC | 0.02% | 0.03% | #116 | $7.7M | 176,856 | $7.8M | 191,158 | -14,302-7.48% | Reduce | |
| Atria Investments, Inc | 0.08% | 0.01% | #65 | $7.6M | 177,069 | $1.1M | 25,983 | +151,086+581.48% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #222 | $7.5M | 172,926 | $12.6M | 308,922 | -135,996-44.02% | Reduce | |
| Integrated Wealth Concepts LLC | 0.04% | 0.05% | #101 | $7.2M | 166,158 | $6.8M | 166,158 | 00.00% | Unchanged | |
| POM Investment Strategies, LLC | 8.17% | 0.02% | #1 | $7.2M | 167,477 | $14,930 | 368 | +167,109+45,410.05% | Add | |
| MILESTONE ASSET MANAGEMENT, LLC | 1.01% | 1.09% | #12 | $6.4M | 149,502 | $5.9M | 144,180 | +5,322+3.69% | Add | |
| Financial Guidance Group, Inc. | 2.33% | 2.43% | #5 | $6.2M | 145,685 | $6.1M | 149,482 | -3,797-2.54% | Reduce | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | <0.01% | <0.01% | #232 | $5.3M | 119,168 | $4.8M | 119,168 | 00.00% | Unchanged | |
| Wellment Financial | 5.83% | — | #2 | $5.1M | 118,782 | $0 | 0 | +118,782 | New Buy | |
| DAGCO, INC. | 0.85% | 1.39% | #14 | $4.6M | 106,109 | $6.4M | 157,406 | -51,297-32.59% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #244 | $4.6M | 103,537 | $244,699 | 6,001 | +97,536+1,625.33% | Add | |
| Schulz Wealth, LTD. | 2.27% | — | #6 | $4.4M | 101,095 | $0 | 0 | +101,095 | New Buy | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #166 | $4.4M | 100,152 | $3.9M | 96,023 | +4,129+4.30% | Add | |
| BAM Wealth Management, LLC | 2.71% | — | #4 | $4.3M | 100,561 | $0 | 0 | +100,561 | New Buy | |
| TRUIST FINANCIAL CORP | <0.01% | 0.01% | #186 | $4.1M | 94,676 | $7.6M | 185,904 | -91,228-49.07% | Reduce | |
| Outlook Wealth Advisors, LLC | 0.83% | — | #15 | $3.9M | 89,510 | $0 | 0 | +89,510 | New Buy | |
| Americana Partners, LLC | 0.08% | 0.11% | #63 | $3.6M | 81,884 | $4.4M | 108,322 | -26,438-24.41% | Reduce | |
| Wealthcare Advisory Partners LLC | 0.06% | 0.06% | #77 | $3.4M | 77,225 | $2.9M | 72,039 | +5,186+7.20% | Add | |
| TopTier Wealth Management, LLC | 1.55% | 1.51% | #8 | $2.6M | 59,680 | $2.5M | 59,710 | -30-0.05% | Reduce | |
| HRT FINANCIAL LP | <0.01% | <0.01% | #189 | $2.5M | 57,025 | $214,000 | 5,253 | +51,772+985.57% | Add | |
| PARK AVENUE SECURITIES LLC | 0.01% | 0.02% | #143 | $2.3M | 53,379 | $2.2M | 53,379 | 00.00% | Unchanged | |
| Lloyd Advisory Services, LLC. | 0.9% | — | #13 | $2.3M | 53,801 | $0 | 0 | +53,801 | New Buy | |
| Networth Advisors, LLC | 1.26% | — | #9 | $2.2M | 50,456 | $0 | 0 | +50,456 | New Buy | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.11% | 0.09% | #53 | $2.2M | 49,666 | $1.6M | 37,842 | +11,824+31.25% | Add | |
| Integrated Wealth Management | 2.13% | — | #7 | $2.0M | 46,881 | $0 | 0 | +46,881 | New Buy | |
| Avantra Family Wealth, Inc. | 1.2% | 1.31% | #10 | $1.9M | 43,372 | $1.8M | 43,246 | +126+0.29% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #249 | $1.9M | 42,770 | $596,844 | 14,637 | +28,133+192.20% | Add | |
| Per Stirling Capital Management, LLC. | 0.17% | 0.18% | #39 | $1.8M | 41,028 | $1.6M | 39,274 | +1,754+4.47% | Add | |
| CreativeOne Wealth, LLC | 0.04% | 0.04% | #98 | $1.7M | 40,045 | $1.7M | 42,182 | -2,137-5.07% | Reduce | |
| FIRST TRUST ADVISORS LP | <0.01% | <0.01% | #234 | $1.6M | 36,626 | $1.5M | 36,463 | +163+0.45% | Add | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #205 | $1.6M | 35,778 | $1.5M | 36,492 | -714-1.96% | Reduce | |
| Ballast Rock Private Wealth LLC | 0.71% | 0.81% | #16 | $1.5M | 35,739 | $1.5M | 35,739 | 00.00% | Unchanged | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | 0.08% | #68 | $1.5M | 34,000 | $1.4M | 34,000 | 00.00% | Unchanged | |
| FSA Advisors, Inc. | 0.66% | — | #17 | $1.4M | 33,601 | $0 | 0 | +33,601 | New Buy | |
| HBK Sorce Advisory LLC | 0.03% | 0.03% | #111 | $1.4M | 32,422 | $1.4M | 33,563 | -1,141-3.40% | Reduce | |
| Harvest Investment Services, LLC | 0.21% | 0.23% | #33 | $1.4M | 31,353 | $1.2M | 30,477 | +876+2.87% | Add | |
| Sowell Financial Services LLC | 0.05% | — | #91 | $1.4M | 32,000 | $0 | 0 | +32,000 | New Buy | |
| TOUNJIAN ADVISORY PARTNERS, LLC | 0.58% | — | #19 | $1.4M | 31,708 | $0 | 0 | +31,708 | New Buy | |
| World Investment Advisors | 0.02% | 0.02% | #122 | $1.4M | 31,785 | $1.3M | 32,245 | -460-1.43% | Reduce | |
| Kestra Investment Management, LLC | 0.03% | 0.02% | #112 | $1.4M | 31,179 | $1.3M | 31,572 | -393-1.24% | Reduce | |
| Gallagher Fiduciary Advisors, LLC | 0.04% | <0.01% | #94 | $1.3M | 31,364 | $331,602 | 8,076 | +23,288+288.36% | Add | |
| Chris Bulman Inc | 0.47% | 0.54% | #21 | $1.3M | 29,910 | $1.2M | 29,827 | +83+0.28% | Add | |
| Wood Tarver Financial Group, LLC | 0.3% | 0.33% | #25 | $1.3M | 29,505 | $1.2M | 29,532 | -27-0.09% | Reduce |