13FBOX
FIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNE · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNE

XJUN
Institutions
70
Combined AUM (Q2 2026)
$99.3M
Combined Shares (Q2 2026)
2.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+341,852
22 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-698,054
48 · 16 Exit · ≈
⚖️ Net
-356,202
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$99.3M
Institutions
70
New Buys
11
Adds
11
Reduces
32
Exits
16
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OSAIC HOLDINGS, INC.
0.02%0.02%#35$14.5M326,330$13.6M316,615+9,715+3.07%Add
Kestra Advisory Services, LLC
0.04%0.05%#26$10.9M245,183$12.3M286,224-41,041-14.34%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#38$10.8M243,520$10.3M240,653+2,867+1.19%Add
Cetera Investment Advisers
0.01%0.02%#43$10.2M230,243$15.0M349,887-119,644-34.20%Reduce
Legacy Edge Advisors, LLC
0.69%0.68%#2$5.0M122,669$6.5M151,441-28,772-19.00%Reduce
Sequent Planning LLC
1.04%0.2%#1$4.9M109,970$814,78218,965+91,005+479.86%Add
Mutual Advisors, LLC
0.08%0.09%#15$4.1M92,180$4.1M96,100-3,920-4.08%Reduce
LM Advisors LLC
0.39%0.02%#4$4.1M92,063$93,2344,003+88,060+2,199.85%Add
Arax Advisory Partners
0.02%#32$3.2M72,486$00+72,486New Buy
LPL Financial LLC
<0.01%<0.01%#60$2.2M49,507$2.3M52,584-3,077-5.85%Reduce
OLD MISSION CAPITAL LLC
0.03%0.03%#28$1.9M42,732$1.9M44,134-1,402-3.18%Reduce
Waverly Advisors, LLC
0.01%0.01%#41$1.9M42,220$1.8M42,770-550-1.29%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#61$1.6M36,725$11.0M256,404-219,679-85.68%Reduce
Mariner, LLC
<0.01%<0.01%#51$1.2M27,267$1.1M25,099+2,168+8.64%Add
WEALTHGARDEN F.S. LLC
0.69%0.8%#3$1.2M27,223$1.2M27,236-13-0.05%Reduce
HARBOUR INVESTMENTS, INC.
0.02%0.02%#37$1.2M26,495$1.3M29,448-2,953-10.03%Reduce
First Heartland Consultants, Inc.
0.07%0.08%#18$1.1M25,522$1.1M25,563-41-0.16%Reduce
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.02%#40$1.1M25,088$1.1M25,499-411-1.61%Reduce
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.13%0.14%#12$1.0M23,011$1.0M23,361-350-1.50%Reduce
JANE STREET GROUP, LLC
<0.01%#64$994,74322,389$00+22,389New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$875,49319,705$868,05520,205-500-2.47%Reduce
1776 Wealth LLC
0.27%0.29%#7$774,45917,431$748,87817,43100.00%Unchanged
CARY STREET PARTNERS FINANCIAL LLC
0.02%0.02%#36$769,92717,329$815,38318,979-1,650-8.69%Reduce
QTR Family Wealth, LLC
0.26%0.3%#8$738,58516,624$729,52316,660-36-0.22%Reduce
IFP Advisors, Inc
0.01%0.02%#39$728,29716,392$893,83320,805-4,413-21.21%Reduce
HRT FINANCIAL LP
<0.01%#53$641,79114,445$00+14,445New Buy
Diligent Investors, LLC
0.14%0.14%#10$640,68114,420$555,07412,920+1,500+11.61%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#52$613,17513,801$693,92516,152-2,351-14.56%Reduce
Chicago Partners Investment Group LLC
0.01%0.01%#42$536,85212,135$532,72712,13500.00%Unchanged
Pitti Group Wealth Management, LLC
0.39%0.42%#5$534,27112,025$516,62312,02500.00%Unchanged
Grant Street Asset Management, Inc.
0.08%0.09%#16$464,91610,464$449,55910,46400.00%Unchanged
SageGuard Financial Group, LLC
0.06%0.07%#20$456,38510,272$450,37510,483-211-2.01%Reduce
PFS Partners, LLC
0.18%0.17%#9$439,2809,887$369,7358,606+1,281+14.88%Add
Keel Point, LLC
0.02%0.03%#30$405,9539,137$499,82511,634-2,497-21.46%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.02%0.03%#29$400,8479,022$473,70311,026-2,004-18.18%Reduce
Icon Wealth Advisors, LLC
0.02%0.03%#31$396,9388,934$393,0078,93400.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#44$370,3688,336$00+8,336New Buy
Castle Rock Wealth Management, LLC
0.07%0.08%#19$364,6748,218$354,4378,21800.00%Unchanged
Foguth Wealth Management, LLC.
0.04%0.06%#24$363,6688,199$494,51911,168-2,969-26.58%Reduce
Cambridge Advisors Inc.
0.06%0.07%#21$357,4398,045$342,8407,980+65+0.81%Add
Millington Financial Advisors, LLC
0.14%0.15%#11$353,8597,968$358,5828,156-188-2.31%Reduce
LVZ, Inc.
0.04%0.03%#25$348,5987,846$220,3115,128+2,718+53.00%Add
HBK Sorce Advisory LLC
0.01%0.01%#45$329,6877,311$322,7087,31100.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%#67$329,0937,407$00+7,407New Buy
REAP Financial Group, LLC
0.05%0.07%#23$321,4077,234$338,2007,872-638-8.10%Reduce
Main Street Financial Solutions, LLC
0.02%#33$292,6166,586$00+6,586New Buy
Benson Wealth Management INC
0.29%1.05%#6$283,5976,383$769,50017,911-11,528-64.36%Reduce
Kingsview Wealth Management, LLC
<0.01%<0.01%#46$282,4786,575$282,4786,57500.00%Unchanged
Janney Montgomery Scott LLC
<0.01%<0.01%#58$282,1316,350$264,0006,150+200+3.25%Add
Lakeridge Wealth Management LLC
0.1%0.11%#13$275,6906,205$266,5836,20500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow